Investment Director in Hereford - Heat Recruitment

Job Description Investment Director – Hereford & Cheltenham
Basic to £70,000 plus bonus and full package

Company
A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to assist with the continued growth of their Herefordshire and Gloucestershire.

Role
You will be responsible for managing and advising on your own moderate book of discretionary, advisory, managed and XO investment portfolios. As a senior member of an already well established high end team you will play an important part in further developing the brand within the region by acquiring additional business from your own existing and new connections as well as working closely with your colleagues across the business. Y

Candidate
You will have a solid background as a UK Discretionary Investment Manager and ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI. You will need a small book of your own clients to get you started, but full marketing and development support will be provided as a matter of course.

​​​​​​​Contact Chris for an initial discussion on 07784 945190, email chris.smith@heatuk.com or reply direct via this posting.