A leading discretionary fund manager are looking for a project manager to join them with good experience within client suitability.
Company
Highly reputable Investment Manager
Role
To assist the Head of Distribution on all matters relating to client suitability. Assisting in the delivery of projects and providing innovative dashboards and MI.
Experience
- Ideally qualified financial planner/adviser
- Experience in discretionary funds
- Experience in suitability
- track record in delivering projects
- Strong excel skills
