Junior Investment Adviser

Posted 18 March by Recruit UK

Job Title: Junior Investment Adviser

Industry: Investment Management

Location: Mayfair, London

Salary: Competitive

Job Description:

Recruit UK are working on an excellent opportunity to join an award-winning Wealth Management firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. They provide bespoke advice to HNW private clients from 30 established regional offices.

They have an exciting opportunity for an Investment Advisor to join their Advisory team in London. This is a highly successful team which provides services to 4000 HNW private clients. This is a junior role; however, you will be given the opportunity to manage your own portfolio of clients. They will provide you with the full training need to advise clients

A successful candidate will be a driven investment professional with a proven track record. You must be able to forge strong relationships with in-house financial planners, creating a cross referral network to maximize business potential.

What’s in it for you?

On offer is a competitive salary with comprehensive benefits and attractive performance related bonus.

You will be joining a fun, dynamic team which promote a strong focus on work-life balance. They also place a big emphasis on professional development and will facilitate further professional qualifications, unlocking numerous progression opportunities within the group.

Skills and experience required:

An in-depth understanding of Investments is key, with the ability clearly articulate advice to both new and existing clients. You must also be able to adhere to a central investment philosophy and ensure all advice is compliant. You must be level 4 qualified, holding either IAD, IMC or PCIAM.

If this opportunity ticks the boxes for you, and you feel you have the right expertise/skill set, then submit your details and Tom will give you a call to discuss the role/company in further detail.

Required skills

  • Investment Management
  • Investments
  • Investment Advisory

Application question

Do you hold either the IMC, IAD or CFA?

Reference: 37521061

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