...data where required.
A relevant qualification that is acceptable for carrying out discretionary management, e.g. CISI Diploma, IMC, PCIAM.
A minimum 2 years in a similar role within a financial services business.
Portfolio management (advisory and...
...Managers and Execution-only Stockbrokers, the role requires an appropriate RDR compliant qualification relating to securities such as the CISI level 4 Investment Advice Diploma or equivalent and/or Compliance qualifications.
In return, we offer a competitive...
...the Financial Services Sector
Hold a QCF4 qualification in financial advice, awarded by a recognised professional body (CII, LIBF, CISI)
Be an effective influencer who can engage with Colleague and Advisors
Excellent communications and presenting skills
...in discretionary and advisory portfolio investment management within the Private Client space and be professionally qualified via the CISI (level 6 minimum) to allow for the provision of such advice. A book of business, to some degree, is advantageous.
Contact Chris Smith...
..., risk analysis and asset allocation
The ability to articulate current views on macroeconomic environments and financial markets
CISI 4 qualification is essential
Strong numeracy and Microsoft Office skills
The ability to work well as part of a team
If you need...
Ideally the successful applicant will be working towards either Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning with a good working knowledge of protection, pensions and investment products.
For more information...
...work methodically and accurately.
In addition, we’ll expect you to hold a minimum of a QCF Level 4 qualification which could include CISI Diploma or PCIAM, CISI Investment Advice Diploma or CII Diploma in Financial Planning or equivalent.
You’ll also demonstrate:...
* Ability to train and motivate other new and experienced team members
* Strong communication skills
* Have attained the CISI Diploma in Investment Compliance or equivalent qualification
* Problem-solving skills
* Critical thinking skills
* Experience of...
...advice skills, including expertise in detailed client profiling, risk analysis and asset allocation as well a commitment to complete the CISI Level 4 IAD within 18 months of starting in role.
You’ll also demonstrate:
Good commercial acumen
A background of acting...