PSA633 NEWLY QUALIFIED CHARTERED ACCOUNTANT, INVESTMENT/WEALTH MANAGEMENT FIELD
This award-winning Wealth and Investment Management business provides a wide range of investment and wealth management services to high net-worth clients. With a successful long-standing history of developing client investments, the support team continues to grow, resulting in this exciting opportunity.
If you are a RECENTLY QUALIFIED CHARTERED ACCOUNTANT (C.A.S.A.), with an interest in investments, and enjoy building strong relationships in a team environment, this is an opportunity for you to develop a career path in the wealth management sector. In addition, a habit of on-going learning, an interest in developing excellent communication and inter-personal skills is essential, but this is not a role which requires sales and marketing skills.
Reporting to the Directors, you will provide technical support and consulting services to a diverse portfolio of clients. Specifically this will include producing financial plans and investment analysis, taxation advice, estate planning, asset allocation and wealth management strategies. It is important that you have a strong interest and passion for the investment field.
PLEASE NOTE THAT THIS IS NOT A FINANCIAL ACCOUNTING ROLE.
Should you meet the criteria and wish to apply, kind forward your CV, salary package details and notice period to email@example.com
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