Assistant Investment Manager

My client is a boutique wealth planner, asset manager and employee benefits specialist. As they are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial services knowledge and experience. They have built their Company on integrity and trust, because doing what is right for their clients is best for their business. They have also been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.

They are proud winners of the Best Financial Adviser to Work for 2025 award. The Investment Team have also achieved awards success, with a presence on the Citywire Top 100 Fund Selectors for several years in a row, as well as the Investment Strategy winner of the City of London Wea...