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Posted about 2 months ago

Work within a high performing team in a forward thinking and innovative wealth management organisation, providing investment advice and guidance to the business and clients.

In this client facing role, you will use your previous investments/securities experience to provide advice on anti-money laundering matters and review controls currently in place. You will contribute towards the success and growth of the business, focusing on existing and prospective high net worth clients.

This is a great career opportunity with a company committed to ensuring their employees thrive and local communities prosper. Flexible working and a competitive benefits package will be offered.

Responsibilities will include:

  • Act as designated investment specialist, providing advice to clients and the business

  • Generating investment services and wealth management revenue

  • Providing support with client acquisition and existing client retention and also assisting with client events 

  • Overseeing client investment proposals, assessing suitability and carrying out annual reviews 

  • Managing an allocated client portfolio, ensuring a quality service is delivered 

Experience and skills required:

  • Previous investments/securities experience 

  • Strong client-facing investment management experience 

  • Minimum level 6 professional qualification (CISI, PCIAM or equivalent)

  • Good technical awareness of different asset classes and products including equities, bonds, hedge funds, FX and structured products 

  • Ideally educated to degree/masters level (or equivalent) 

​If you’d like to find out more information about this opportunity, please call David Lemasney on 01534 626757 or email

We are an equal opportunity employer and value diversity at all times.