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Discretionary Investment Specialists (Intermediary Sales)

Key Job Features

Job Type: Permanent
Reference: TX/893733
Location: London & Surrounds
Other: Bonus + Car allowance + Benefits



Discretionary Investment Specialists (Intermediary Sales)

Location: London & Surrounds

Basic to £65K + Bonus + Car allowance + Benefits (OTE £95k)

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 and Hertfordshire and/or Kent, supporting advisers 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 having gained exposure to DFM, Multi-manager or a Life Office environment with the ability to sell through others. 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 TX/893733 or call Alison French or Brandon Hewitt-Hunt on 01761 252 534

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