Investment Management Support Specialist

Updated: June 12, 2024 01:46 AM GMT

Wise Investment

Chipping Norton

Investment Management Support

An opportunity has arisen for an Investment Management Support Specialist to join our successful and growing company.

Wise Investment is an independent, employee-owned wealth management and financial planning business. Since the company was founded in 1992, we have provided financial advice and investment management solutions to private clients. Quality and excellence sit at the core of our values and our team of experienced, qualified investment and financial planning professionals are committed to providing the best service with attractive returns, through the development of long-term relationships with our clients.

Our main specialisations are long-term investment management, planning for retirement, generating income from assets, and financial protection. We also advise our clients on how to pass money through the generations in an appropriate and tax-efficient way.

We aim to give the type of advice that we would want to receive ourselves... More Detail