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We are looking for:

  • Willingness to learn

  • Attention to detail

  • High level of work ethic and focus

  • The ability to communicate to all levels in a professional, clear and confident manner 

  • The ability and confidence to work on your own initiative

  • The ability to work to tight deadlines and to prioritise tasks

  • Strong interpersonal skills

  • A flexible and adaptable approach to work

We will provide:
  • Full training and development including funding of relevant qualifications

  • Salary plus bonuses

  • Incentives and team building activities

  • A structured career path

Apply below or send us an email with your CV to:
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Our Investment Account Managers are an essential part of the relationship between Private Client Managers and their clients. You will work alongside one of our experienced Private Client Managers and conduct various tasks to understand client financial planning so they are able to develop and progress to becoming a Client Manager themselves.


The role involves:

  • Business development

  • Networking

  • Paraplanning

  • Accompanying managers on client meetings

  • Staying current on financial markets and relevant local regulations

  • Encouragement to obtain financial qualifications

  • Constant career development with the goal of becoming a fully

       qualified advisor to UK standards

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