Business Unit

The Model Portfolio Service (MPS) team forms part of the firm’s IFA Portfolio Management function and is responsible for delivering investment services to financial advice firms. This role will work with the Bespoke MPS team, supporting the delivery of tailored portfolio solutions, working closely in partnership with the Business Development team and the wider Portfolio Management function to provide a high-quality service to advisers and clients.

Brief Role Objective

To provide investment and operational support to Portfolio Managers managing bespoke MPS portfolios and the IFA client base. Responsible for ensuring that investment, administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. You will have regular contact with the IFA client base, dealing with their enquiries and providing investment and operational support around periodic investment committee meetings. Candidate wil...