Overview
Associate Director - Developing the Private Client Investment market throughout the UK
Location: Hertfordshire
Base pay range: Basic to £65,000 plus full benefits
Responsibilities
* Responsible for contacting clients via phone and creating an onboarding report, assessing suitability or obtaining the relevant information for annual reviews.
* Preparing reports covering investment objectives, income, outgoings, assets, liabilities, capacity for loss and cash flow planning.
* Role: Investment Review Manager (Discretionary)
Qualifications
* You MUST BE LEVEL 4 QUALIFIED VIA THE CISI/CFA AS AN ABSOLUTE MINIMUM
* Experience reviewing existing client portfolios and preparing onboarding packs and pension switches to SIPPS (not DB).
* Experience of DFM would be advantageous; there is no requirement to build a book, but the ability to spot an upselling opportunity is important.
Contact
For an initial conversation please contact Chris on 07784 945190, email chris.smith@weareedenrose.com or respond directly to this posting.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance, Consulting, and Analyst
Industries
* Investment Management, Investment Advice, and Financial Services
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