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Portfolio Research Manager

Location: Exeter, UK
Salary: £30k - £45k
Ref: JH0306
Date posted: 30th July 2018
Closing date: 1st August 2019

Reporting to the Head of Financial Planning your focus will be to support the team of Financial Planners in providing suitable investment solutions for clients and ensuring that these are implemented effectively. This position will be part of the commentary team for investment reviews and market movement.

This role could suit a Paraplanner who is looking for a more investment focused role. Our client is open minded on either CISI or CII qualification, however a minimum of CII level 4 is required for this role.

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Jo Howell

Recruitment Manager - Accountancy & Financial Services
01392 413577

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