We're one of the UK's leading investment management companies, with responsibility for over £40 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.
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!
Financial Planner, Glasgow
Our Glasgow office comprises a mix of financial advice, investment management and support. The current split is 2:11 between client-facing financial advisers and investment managers and our plan is to grow the advice capability over the coming years. You will join a team of 4 financial planners and paraplanners and work with a wide range of different people across the office.
We are looking for someone who is excited about the prospect of joining a growing part of our business, and who is passionate about financial planning.
What will you be doing?
Key Client Relationship Manager for Wealth Advisory Services. Responsible for provision of regulatory investment advice, bespoke to client needs, which includes undertaking the following tasks:
What are we looking for?
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.