Careers
Current Vacancies
Specialist Investment Adviser
Westerby Investment Management has been established for 25 years and has operated continuously under the same management. Our stability and growth are founded on a sophisticated management service aimed at private investors with portfolios in excess of £250,000. We have invested heavily in the resources needed to service clients of this calibre. Our in house technical team includes a tax lawyer and pensions Administration Company. Our controlled expansion programme now requires an additional experienced investment adviser. We offer an investment orientated working environment with a strong emphasis on client service. Our commitment to client service is evidenced by the fact that our consultants share in the annual trail fees from clients’ investments.
The right candidate will meet these criteria:
- Have a demonstrable track record in investment planning
- Have an existing client bank of high net worth investors
- A wish to specialise in this area
- A personal financial commitment to self employed status
- Have passed at least one paper of the Advanced Financial Planning Certificate
As the Westerby Group continues to grow and expand its business, we continually seek to recruit new members of staff. If you are interested in finding out what opportunities are available within the group, please send us your details and attach your CV and send to the email below.
info@westerby.co.uk
