Thank you for subscribing to your personalised job alerts.

1 job found for investment management

filter3
clear all
    • london, london
    • permanent
    • £35,000 - £55,000 per year
    • randstad financial services
    SummaryWe are looking for an ambitious candidate to help us further develop our financial planningcapabilities. As a member of the Advisory Team the associate client adviser will work closely withClient Advisers and Senior Client Advisers to analyse clients' portfolios, their circumstances andrequirements and prepare recommendations. They will also assist with the implementation of adviceand on-boarding of clients in conjunction with the client service team. The role is based in the Londonoffice and there will be flexibility for pre-agreed working from home.Required Experience, Skills & Qualifications* Hard working, self-motivated and able to work independently in a team-orientedenvironment.* Be prepared to get involved in a wide range of areas across the advisory team and be flexibleto evolve as the business grows.* Successful candidates will likely have 2-5 years' experience in a paraplanning or financialadvisory role.* Strong analytical, communication and written skills are essential.* Financial planning qualifications such as CISI certificate in paraplanning, investment advicediploma (IAD) or CII personal finance qualifications preferred.Responsibilities* Become a key client-facing representative.* Work closely with Client Advisers to deliver high standards of written work and presentationsto current and prospective clients.* Collaborate with the Client Service team to help on-board prospective clients and provide anexceptional level of ongoing client service.* Continuous improvement of the financial planning process and client journey: collatefeedback for management on a regular basis, suggest improvements to process andimplementation and create action plans.Potential for career development* Associate Client Advisers will undertake relevant examinations to become a fully qualifiedClient Adviser.* The company is experiencing high levels of growth and individuals that show consistentlyhigh levels of performance will have significant opportunities both to learn and developwithin the company, as well as remuneration benefits over time.CompensationCompetitive market based salary, pension and benefits.Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
    SummaryWe are looking for an ambitious candidate to help us further develop our financial planningcapabilities. As a member of the Advisory Team the associate client adviser will work closely withClient Advisers and Senior Client Advisers to analyse clients' portfolios, their circumstances andrequirements and prepare recommendations. They will also assist with the implementation of adviceand on-boarding of clients in conjunction with the client service team. The role is based in the Londonoffice and there will be flexibility for pre-agreed working from home.Required Experience, Skills & Qualifications* Hard working, self-motivated and able to work independently in a team-orientedenvironment.* Be prepared to get involved in a wide range of areas across the advisory team and be flexibleto evolve as the business grows.* Successful candidates will likely have 2-5 years' experience in a paraplanning or financialadvisory role.* Strong analytical, communication and written skills are essential.* Financial planning qualifications such as CISI certificate in paraplanning, investment advicediploma (IAD) or CII personal finance qualifications preferred.Responsibilities* Become a key client-facing representative.* Work closely with Client Advisers to deliver high standards of written work and presentationsto current and prospective clients.* Collaborate with the Client Service team to help on-board prospective clients and provide anexceptional level of ongoing client service.* Continuous improvement of the financial planning process and client journey: collatefeedback for management on a regular basis, suggest improvements to process andimplementation and create action plans.Potential for career development* Associate Client Advisers will undertake relevant examinations to become a fully qualifiedClient Adviser.* The company is experiencing high levels of growth and individuals that show consistentlyhigh levels of performance will have significant opportunities both to learn and developwithin the company, as well as remuneration benefits over time.CompensationCompetitive market based salary, pension and benefits.Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

Thank you for subscribing to your personalised job alerts.

Explore over 1 jobs

It looks like you want to switch your language. This will reset your filters on your current job search.