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We are currently recruiting for a leading Financial Services business in London who are looking to recruit 2 Investment Managers as they are looking to expand their Investment Advisory Department.
Role Purpose
To contribute to the growth of the business by servicing existing clients and winning new clients through identifying and pursuing new client opportunities in the market, often working with third party intermediaries.
Key Accountabilities
Experienced regulated Investment Adviser to advise private clients, trusts and some corporate clients on:
* Strategic asset allocation and collective investment funds;
* Long term cash flow projections;
* Pension contribution planning and taking benefits;
* Life assurance;
* Deposits and other cash based investments;
* Wider holistic financial planning.
Meet the companys compliance requirements and maintain regulatory status.
Contribute to the team’s ongoing development of services.
Assist in the development of more junior staff, acting as a mentor where required.
Take financial responsibility, being accountable for delivering revenue targets and billing for your own portfolio of clients.
Technical Knowledge and Professional Qualifications
Key Skills
* Operate with professional integrity, focusing on providing robust and cost-effective solutions based on client requirements.
* Be technically strong.
* Have a successful track record of building and sustaining relationships with clients and third-party introducers.
* Be a strong team player who easily builds rapport.
* Possess strong verbal and written communication skills, with the ability to explain complex investment and financial planning issues to clients.
Required
Overarching Obligations
* Adhere to all relevant laws, regulations, and company policies and procedures.
* Maintain high ethical standards and do the right thing at all times.
* Comply with all relevant professional standards.
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