Job Description
You can inherit a portfolio anywhere. How often do you get to shape the investment proposition? If you’re currently in a large DFM or wealth manager, you might have responsibility but not much influence. Committees are crowded. Strategy is set centrally. Your remit is defined.This role is different. You’ll join a well-established wealth business that is enhancing its internal DFM capability for £2m+ clients. The infrastructure is there. The client base is there. The Investment Lead is in place. What’s being built now is depth, resilience and evolution and you’ll be central to that. It's having a say in how a proposition develops without the chaos of a start-up.THE PACKAGE
* Salary up to £100,000
* Bonus
* Hybrid working
* 25 days holiday + bank holidays
* Buy/sell up to 5 days
* Pension
* Healthcare
* Income Protection
* Life Assurance
THE JOBYou’ll work alongside experienced financial planners and sit in on joint meetings with £2m+ clients, helping articulate and defend the investment strategy. There is already an Investment Lead in place but being technically credible and capable of building and adjusting portfolios will be part of your remit.You’ll contribute to:
* How the DFM is positioned to HNW clients
* How asset allocation decisions are communicated and governed
* How the proposition scales over time
* How the investment philosophy develops
You won’t be lost in a large machine. But nor are you walking into a blank sheet of paper.THE COMPANYThis is a national Chartered Accountancy practice with a strong and established financial planning arm. The client base is primarily business owners and senior professionals with meaningful net worth. The opportunity at £2m+ level is significant and, in many cases, under-served from an investment perspective. The DFM is being enhanced specifically to serve that segment more effectively.HERE'S WHAT YOU'LL NEED You’ll likely be:
* Currently in a DFM or wealth manager environment
* Technically strong enough to construct portfolios, not just present them
* Comfortable in front of advisers and HNW clients
* Interested in influence as well as responsibility
* Level 6/7 qualified
-------------------------------------------------------------------------------------- If you’d rather help shape a DFM proposition than simply operate within one, let’s talk. Click apply or contact me directly. CV not up to date? Don't worry - we can sort that later. Everyone will receive a response.