Investment Advisor

Ref:SRJ1503-8285

Our client is seeking an Investment Advisor for a key role in delivering investment advice that is tailored to the requirements of clients and CRMs. This role will involve maintaining a portfolio of clients to deepen the relationships held with them, promoting the business' full product range whilst providing immediate responses to any queries and sourcing investment solutions where necessary.  Applicants must be confident in their abilities to meet KPIs so it is essential that you have a driven, client focused approach with strong knowledge of investment solutions and asset allocation.

Applicants must be RDR qualified to the minimum of Level 4 but preferably Level 6. Any one or more of the following qualifications is required:

• Investment Advice Diploma (IAD)
• Investment Advice Certificate (IAC)
• Investment Management Certificate (IMC) + Level 1 of the CFA
• CISI Diploma including Private Client Investment Advice & Management (PCIAM)
• Chartered Financial Analyst (CFA)

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