Senior Investment Advisor - London, United Kingdom - Office Angels

Office Angels

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

_Senior Investment Advisor - Mayfair
_
_Market competitive salary _

_ASAP start_

About the Role

My client is an FCA regulated investment management and advisory firm creating a tailored service for affluent and high net worth retail and institutional clients.

Their skilled team has gained over 100 years' experience within leading global financial services groups.

Combining industry experience and technical expertise, they aim to provide best in class customer service and investment solutions to help their clientsachieve their long-term objectives.

They provide a range of services across multiple platforms, so clients achieve their long-term objectives.

They provide a range of services across multiple platforms, so clients can access the services they need, and theteam can each build their own client-centric franchise within their group.

Key Duties and Responsibilities

Expansion of your current client base of Advisory and/or Discretionary business.
Provide your clients with proactive market updates.

Essential skills and experience

Effective relationship management skills.
Strong external networks of professional contacts.
Excellent written and verbal communication skills.
A high level of attention to detail.
Excellent problem solving skills.

Essential Qualifications

Applicants must be RDR qualified and hold industry level qualifications (minimum CISI Level 4 Investment Advice Diploma in Securities).
Valid CF30 status.
Valid Statement of Professional Standing.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.

Office Angels UK is an Equal Opportunities Employer.