Job Description
An opportunity has arisen with a national Wealth Manager within their busy Portfolio Management team based in Newcastle.
* Minimum CISI Level 4 IAD qualification required
* A genuine interest in investments
* Progression available and demonstrated within the office
* Collaborative working environment
* Support for further studies (CISI Level 7 CWM or CFA)
* Previous Portfolio Management experience preferred
The regional office based in the heart of Newcastle is one of their largest outside of London for both AUM managed along with total headcount.
Both team size and performance have gone from strength to strength in recent years as they encourage autonomy, independent thinking and to enjoy collective successes.
The Portfolio Management team work alongside an established team of Investment Managers as well as regular contact with the Financial Planning team, this is a great opportunity to join a dynamic and fast paced business who offer real progression and stability.
#J-18808-Ljbffr