An exciting opportunity for an Investment Manager to join the the Court of Protection team. The manages discretionary portfolios valued at over £600m and provides financial advice for predominantly Deputies of the Court of Protection and also a number of private clients and trusts
Working within a small established team, the role is to provide support in the day to day management of client accounts in a predominantly client facing role.
Skills, Knowledge & Experience Required
Controlled function: CF30 Customer Function
Putting clients at the heart of everything we do, through behaviour consistent with the culture and values of the organisation: