We are working with a very well known, successful and growing Investment Management organisation to recruit a Stockbroker/Investment Manager. Our client has won multiple awards and have upwards of £2B client's assets under management.
The client is looking for an experienced Level 6 qualified individual with the Securities module to join their Bristol based team. To be considered you MUST be in a similar position already and will hold valid SPS, ideally you will have 5 years.
This role will involve -
- Offering clients appropriate advice from the in-house research team
- Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client's needs
- Understand investments, tax, trust, pensions, financial planning and banking service offerings, liaising with product specialists as appropriate, to deliver suitable services to the client
- Actively seek new business opportunities through own networks, working closely with key stakeholders, e.g. events, attending exhibitions, being active in local social/business circles, following up leads, explaining the firms' services to potential new clients and following up all opportunities to win new clients
The client is offering a competitive basic salary plus excellent bonus and company benefits.