Investment Manager

Recruit UK
Chichester, UK
13 Sep 2019
02 Oct 2019
Contract Type
Full Time
Job Title: Investment Adviser

Industry: Financial Services

Location: Chichester, West Sussex

Salary: Negotiable

Reference Number: 13904

Job Description:Are you looking for an opportunity to work within a team of advisers providing a bespoke service to an existing group on clients?

Recruit UK are working on an excellent opportunity for an Investment Adviser in Chichester to join an independent full-service firm.

The purpose of this position is to work closely with the Head of Investment / FCA Compliance Partner and the investment team. The Investment Adviser is expected to provide independent financial advice to a wide range of private clients, including advice in the areas of Personal Injury Trusts, Attorneyships, Court of Protection, retirement and care fee planning.

The role involves handling the day to day management of advisory portfolios and working with Partners across the law firm to develop new relationships and identify potential opportunities.

The role will include, but not be limited to, the main responsibilities given below.

- To manage investment portfolios, in conjunction with the firm's other CF30s, for advisory clients in accordance with agreed risk and objectives.

- To conduct a full market product analysis on an ongoing basis and maintain a detailed knowledge of all aspects of investments and markets.

- To conduct client presentations and reviews.

- To ensure compliance with FCA requirements and the firm's policies and procedures accordingly.

- To adhere to the statement of Principles for Approved Persons.

- To maintain the firm's established TCF culture in respect of all six outcomes.

- To ensure that advice given is suitable and appropriate for the client.

What's in it for you:

- Highly competitive and negotiable salary

- Opportunity to develop a specialism within a growing area of advice

- Comprehensive back office support

- High level of clients/referrals to work with

- Full support with professional development (exam funding etc.)

- Opportunity to establish yourself with external introducers

Skills and experience required:

- CISI level 6 PCIAM Diploma.

- CF30 approved, with an active Statement of Professional Standing (SPS).

- Significant working experience of bonds and equity investments including direct equities.

- Excellent interpersonal skills with the adaptability to work sympathetically with vulnerable clients.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with an independent full-service firm based in Chichester on an Investment Adviser role.

Our commitment to you
  • 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.

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