Stockbroker – Investment Manager
Salary
35000
Location
Bristol
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Stockbroker – Investment Manager
Industry: Financial Services
Location: Bristol
Salary: £35,000
Job Reference: 14056
Job Description:
Recruit UK are working on an excellent opportunity for a Stockbroker in Bristol to join an award winning Bristol based Investment Management firm.
Your role will be to provide a range of investment and stockbroking services to the clients including corporate and private clients. Duties will include but will not be limited to:
- Proactively offering clients appropriate advice from the in-house analytical team and managing business in a way that is compliant with relevant rules, regulations and in-house policies.
- Providing all clients with a thorough wealth management service including updates on the current market conditions and news flows.
- Actively developing own network and seeking new business opportunities through working closely with marketing staff, intermediaries and other referrals, and following up on leads.
- Contributing towards stock ideas and overall market opinion, and be aware of the firm’s investment view, including the composition of current model portfolios and buy/sell lists.
- Taking instructions from clients and executing them effectively, offering clients the appropriate service for their requirements. Ensuring that all client operations are carried out in accordance with FCA rules
- Basic salary with competitive commission
- Opportunity to work within an established team
- Continued exam support
- You will be a Qualified Investment Executive – Minimum Level 4 CISI Exams (Valid SPS)
- You will possess excellent knowledge of markets and especially UK equities and be in touch with current market events and price movements.
- You will understand the investment, tax, trust, pensions, financial planning, and banking service offerings, liaising with product specialists as appropriate, to deliver suitable services to the client.
- You will have an excellent client focus and strong personal qualities (likeability, empathy, understanding, and maturity) and be an effective communicator, able to relate to and inspire the loyalty of your clients.
- You will thrive on attracting, developing and retaining a portfolio of relationships to maximise asset and revenue growth
- You are highly organized and can demonstrate meticulous attention to detail.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.