Investment Advisor – Mayfair

recruitukltd Salary: £40,000-£50,000

Recruit UK are representing an award winning Financial Services firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. They provide bespoke advice to HNW private clients and currently manage £23billion of assets across their 30 regional offices.

 

They are looking 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.

 

A successful candidate will be a driven investment professional with a proven track record generating business through leads and referrals which will be provided by the effective marketing team. You must be able to forge strong relationships with in house financial planners, creating a cross referral network to maximise business potential.

 

As a result of an internal promotion, there is an existing portfolio of HNW clients to manage. You will also be provided with a high level of referrals through the marketing and sales teams.

 

A thorough understanding of Investment Portfolio’s is key to success, so you can 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 in compliant. You must also be level 4 qualified, holding either IAD, IMC or PCIAM.

 

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 studies, unlocking numerous progression opportunities within the group.

 

On offer is a salary of £40-£50k with competitive benefits and attractive performance related bonus (average £20k per annum).

 

If you are interested in exploring this opportunity, then submit your details and our senior consultant, Thomas Barton-Howarth, will contact you to discuss in further detail. Quote reference 12682

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