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Discretionary Investment Specialists (Intermediary Sales)

Key Job Features

Job Type: Permanent
Reference: 637
Location: Central London
Other: Basic to £70,000 + Bonus + Car allowance + Excellent Benefits (OTE to £100k)


Our client is a specialist Discretionary Fund Manager and part of a vertically integrated Financial Services business. It is seeking an Investment Specialist with strong relationship management skills and extensive experience of presenting to both large and small audiences.

Working alongside the company’s large adviser business, the successful candidate will be responsible for development of Investment sales within Central London, both supporting existing adviser clients and developing new client relationships at a number of different offices through seminars, training sessions and client calls where appropriate. This is a fabulous opportunity to join a fast-growing Investment business by mentoring advisers and helping them to develop their Investment knowledge.

The ideal candidate will have a background in Intermediary sales within the Wealth environment, ideally via a DFM, Multi-manager or a Life Office business. Sound presentation skills are crucial, as is the ability to convey complex Investment stories in a plausible and concise manner.

If you wish to be considered for this role, please send your CV to quoting job reference 637 or call Alison French on 01761 252 534 or Emily Morris on 01761 252 539 for a confidential conversation.

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