Private Client - Investment Manager - Bosham, Sussex, United Kingdom, PO18
The Investment Manager is expected to provide independent financial advice to a wide range of private clients, including advice in the areas of Personal Injury Trusts, Attorneyships, Court of Protection, retirement and care fee planning.
The role involves handling the day to day management of advisory portfolios and working with Partners across the law firm to develop new relationships and identify potential opportunities.
The role will include, but not be limited to, the main responsibilities given below.
i. To manage investment portfolios, in conjunction with the firm's other CF30s, for advisory clients in accordance with agreed risk and objectives.
ii. To conduct a full market product analysis on an ongoing basis and maintain a detailed knowledge of all aspects of investments and markets.
iii. To lead client presentations and reviews.
iv. To ensure compliance with FCA requirements and the firm's policies and procedures accordingly.
v. To adhere to the statement of Principles for Approved Persons.
vi. To maintain the firm's established TCF culture in respect of all six outcomes.
vii. To carry out other tasks as and when required by the LLP.
Required qualifications, skills and experience
• A suitable professional qualification preferab