We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Associate Wealth Planning Director
What is the team like?
Whilst this is a Wealth/Financial Planning role, we are looking for a highly entrepreneurial candidate that has a Business Development / Sales skillset and is enthusiastic about networking and pursuing growth opportunities.
Liverpool Wealth Team. Team of investment managers, wealth planners and financial planners and other support staff. Working collegiately with the wider office and supported by teams of portfolio managers and paraplanners.
What will the responsibilities be?
What are we looking for?
Other attributes that would be helpful, but not essential for the role
We commit to ensure that everyone is fairly assessed during our recruitment process.
Let us know if you need any reasonable adjustments to complete your application.