Hybrid Investment Architect, DFM Proposition

Posted 1 day 22 hours ago by Exchange Street Claims ltd

£100,000 - £125,000 Annual
Permanent
Full Time
Other
Lancashire, Manchester, United Kingdom, M21 0
Job Description
A national Chartered Accountancy practice seeks a skilled individual in wealth management to enhance its internal DFM capabilities for £2m+ clients. This role involves articulating investment strategies and contributing to client engagement, focusing on high-net-worth individuals. Ideal candidates will have portfolio construction experience and strong client-facing capabilities. The opportunity offers a salary up to £100,000, hybrid working, and substantial benefits including healthcare and pension.