The purpose of the role is to provide investment management services and/or investment advice to a range of private and semi-institutional clients
Job Summary
The purpose of the role is to provide investment management services and/or investment advice to a range of private and semi-institutional clients.
This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.
Core benefits include 182 hours holiday, an incentive scheme, a non-contributory company pension scheme, private medical insurance, life assurance, and income protection.
Matching Summary
The purpose of the role is to provide investment management services and/or investment advice to a range of private and semi-institutional clients.
Skills & Requirements
Must-have
discretionary investment management
financial advice
private client relationships
FCA rules compliance
Treating Customers Fairly
Nice-to-have
ambitious and driven character
strong communication skills
relationship building ability
celebrate unique contributions
respectful, nurturing environment
Key Requirements
Professional qualifications as specified by regulatory authority
Level 7 Chartered Wealth Manager or equivalent
Previous experience within private client investment industry