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Job Vacancies

An opportunity for a Specialist Investment Adviser

Westerby Investment Management Limited has been established for 20 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 servicing.

Our commitment to regular client servicing is evidenced by the fact that our consultants share in the annual trail fees from clients’ investments.

The right candidate will meet these criteria:

  • They will have a demonstrable track record in investment planning
  • They will have an existing client bank of high net worth investors
  • They will wish to specialise in this area
  • They will have a personal financial commitment to self employed status
  • They will have passed at least one paper of the Advanced Financial Planning Certificate

For more information and details on these services simply complete our contact form and we would be happy to arrange a meeting to discuss, informally and confidentially, how are services can be of benefit to you
 


15 Andover Street, Leicester LE2 0JA. Tel: 0116 2470304 Fax: 0116 2471163

Registered Address: As above | Registered in Englad and Wales No. 2086953 | Authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice, some aspects of buy to let mortgages or commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be 1% of the mortgage advance.
For example, a mortgage of £100,000 would equate to a fee of £1,000 plus VAT.
In the event that your mortgage does not complete we will not charge you a fee.
The guidance and / or advice contained within this website is subject to the UK regulatory tax regime and is therefore primarily targeted to customers in the UK.
Levels, bases of and reliefs from taxation may be subject to change.

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