Job Details

Private Client Investment Management Product/Research Specialist

Description

Private Client Investment Management Product/Research Specialist

Leading Wealth Management Firm, based London

£40,000 - £45,000 + Excellent Package

Working for a leading wealth management firm, this is an excellent opportunity for an individual with previous experience of private client investment management to further their career in a product specialist role. As a Research/Product Specialist, you will have strong relationships with product providers in order to research and recommend products to your Consultants as well as be able to advise consultants on changing technical matters. The role will involve you in training consultants on all new and advancing Investment Products as well as acting as a technical resource within the organisation.

To be successful in this role, you must be fully FPC qualified and be studying towards PFS Diploma and/or IMC. Previous Private Client Investment experience is essential coupled with a strong technical financial services background. Excellent communication skills are a must due to the high amount of presentational work within the role. Above all, this is an excellent opportunity for an experienced technical specialist to join a well respected firm.

For more information, please contact Georgina Miller.