Assistant Investment Manager/ Investment Paraplanner - York

20000.00 - 30000.00 GBP Annual
09 Nov 2016
06 Dec 2016
Contract Type
Full Time
Morris Jones Consulting Ref:

Job Title:
Investment Paraplanner / Assistant Investment Manager - York, Salary to GBP30k

Salary negotiable dependent on experience.

An opportunity has arisen for an Investment Paraplanner or Assistant Investment Manager to join a reputable wealth management practice in York, on a permanent basis.

Main Duties:
A fantastic opportunity has arisen for an experienced Investment Professional to join a firm of Independent Wealth Managers based in York.

This is a new role which will involve working closely with the lead Investment Director helping to provide a high quality, client-lead investment service to new and existing clients. This role offers an excellent opportunity for the successful candidate to assist in the management of a significant client base and become increasingly involved with the investment and security selection process.

The successful candidate will be required to help deliver a high quality service to all clients in terms of both investment and administrative outcomes. At all times the highest regulatory standards being adhered to.

There will be significant investment work and research, helping to administer investment models, ensuring all portfolios are managed according to the relevant risk strategy and investment objectives.

You will respond to client queries, help to provide suitable investment recommendations and client reports, client set up and ongoing administrative work, assisting with the provision of client reviews.

In return for experience and hard work, a competitive salary will be on offer, commensurate with experience and abilities.

Key Skills:

• Minimum requirement of IMC or Diploma/ level 4.
• Experience of managing and constructing private client, multi asset portfolios.
• A strong understanding of the collective investment universe and ability to select funds to meet different risk profiles and investment mandates.
• A good knowledge and interest in investment asset classes and the broad investment environment.
• A good level of knowledge of different tax wrappers and tax planning and the suitability of these for private clients.

A truly exciting opportunity for an already experienced Investment Paraplanner/ Assistant Investment Manager to join a supportive wealth management practice in York.

Jenny Brophy
Financial Services Specialist
Morris Jones Consulting

For further information or to apply, please send your cv and a cover note to jenny . . co . uk .

Investment, Paraplanner, Report Writer, IFA, Wealth Management, Financial Services, Financial Planning, Pension, Investments, Protection, Independent Financial Adviser, Financial Planning, Administration, Administrator, Practice Manager, PA, Personal Assistant, York, IFA Administrator, Group Pensions, Employee Benefits, PA, IMC