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Are you looking for the next move in your Investment Management career?
Do you have a keen interest in the investment market? Want to become part of a growing, award-winning company?
If you're looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, then we'd love to hear from you.
Note: There is a requirement for you to be office based for 3/4 days per week. Therefore, you will need to be based within an easily commutable distance of Salisbury city centre.
Where do you fit in?
You’ll work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals.
Day to day you'll;
- Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives
- Provide excellent service to both clients and Introducers
- Carry out client instructions quickly and accurately
- Make sure valuations and contract notes are sent to clients on time
- Build strong relationships with existing and potential clients and Introducers
- Stay up to date with the latest market trends and investment news to offer the best support to clients
What's in it for you?
- A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
- You’ll gain experience within a friendly, expanding, award winning business from a knowledgeable team of senior investment managers
- A varied and busy role plus support to take further qualifications
What do you need to be successful?
- A degree-level qualification - or equivalent experience - is preferred. You'll have, or be working towards, your FCA Level 4 qualification in Investment Management
- Experience with direct client contact and discretionary portfolio management along with a desire to learn
- Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach
We work 37.5 hours per week, Monday to Friday.
Following successful completion of your training period, hybrid working will be available.
To discover more about a career with us, please visit: www.hawksmoorim.co.uk/about-us/join-our-team/
We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
No agencies please
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