Fund Manager Recruitment
Working closely with buy side UK based clients.
Our consultants, supported by our researchers, have indepth knowledge of the fund management industry.
We have two teams who focus on fund of funds/ manager selection (includes risk and operational due diligence) and investment management.
Our clients range from Asset Managers, Investment Consultancies and Wealth Managers.
Chartered Wealth Planner
To provide financial planning services to new and existing clients
Deliver technically excellent financial planning advice to clients using the Wealth Planning processes
Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients
Develop new client relationships
Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator
Work effectively with other members of the team (Paraplanner and Administrator) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team