One of the UK's leading DFM's is looking for a Chartered qualified Investment Manager to join their Charities team.

This is a newly created opportunity due to the continued success and increase in AUM across the division.

The team work in collaboration with the various regional offices and demonstrate longevity and stability within the team, whilst encouraging the development of your own career path.

Whilst being given exposure and responsibility for existing Charity clients, the entire team is tasked to continue the growth and development of client relationships. largely across London and the surrounding areas.

Additional duties include;

• Manage investment portfolios in line with guidance to meet each individual clients' needs whilst ensuring ongoing suitability of investments
• Ongoing active decision making in portfolio reviews
• Understanding of, and interest in, responsible investment
• Preparation of client reporting

The business requires a Chartered qualified professional (via the CISI or CFA route) with exposure to managing either Private Client or Charity accounts.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.