Investment Executive recruitment
The job holder will be responsible for marketing and delivery of new investment solutions for the UK market to financial advisers and to the internal sales team. Key responsibilities include, but are not limited to:
• Identifying and building long lasting relationships with key internal and external stakeholders
• To understand customer requirements and provide the optimum solution within budgetary constraints
• Collect and distribute the relevant fund data for all product ranges
• Create and maintain promotional sales material; brochures, reports, presentations
• Provide investment research data for external third party and adviser firms
• Work with the investment specialists to quantify and respond to new fund requests
• Responsible for leading various projects through to completion as and when required
The successful candidate will have:
• An in depth knowledge of investment administration processes, strong technical product knowledge and an understanding of investment platform administration
• Good knowledge of a UK sales structure
• Be studying towards a relevant industry qualification, preferably Certificate in Financial Planning followed by study towards completion of the Investment Management Certificate
This is a dynamic and all encompassing role with excellent career prospects. Please respond to this in the strictest confidence although please also note that we are only able to respond to successful applicants.