Top reasons to work for this client:

• Basic salary £80k per annum.
• Personal bonus.
• Hybrid working.
• Be part of a highly respected and experienced team, where people really do come first.
• Genuine opportunity to shape and influence this growing Wealth Management Business.
• Focus on long term trusted client relationships working with diverse portfolio of HNW clients.
• Building bespoke investment propositions and developing the inhouse investment offer.
• Office based in Oxted, Parking, Pension, 25 days holiday, Healthcare.
• Mon to Fri 8.30am-5.30pm (flexible on finish time).

Core responsibilities will typically include:

• Onboarding new clients, evaluating transferred portfolios.
• Business development activities, qualifying potential new clients.
• Responsible for the ongoing restructuring and evaluation of client investment portfolios.
• Conducting periodic client reviews to ensure client records are compliant.
• Establishing rolling client review schedules, including the review of ISAs and Capital Gains Tax positions.
• Undertaking trades, followed-up by letter or email correspondence to clients.
• Augmenting and maintaining investment research records.
• Monitoring debit account positions, liquidity considerations, income payments & client fees.
• Review of corporate actions and their implementation on client accounts
• Dealing with internal business requests for information and keeping client files up to date.
• Coordinating with the Financial Planning team and administration team, in branch and HO.

Expected Qualifications, Skills & Experience:

• Demonstrable experience in a similar role within Investment Management.
• Qualified to a minimum level 4 Diploma Investment Advice (CISI / equivalent industry body).
• History of FCA Authorisation to give investment advice.
• Established client portfolio and network.
• Demonstrable evidence to support the investment decisions (corporate or personal).
• Seeking a varied role, with a natural ‘sleeves rolled up’ approach.
• Innately organised, outstanding time management skills.
• Proficient with MS Office.