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Director, Investment & Middle Office
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|Salary||£30k to £40k|
|Sector||Investment & Middle Office|
This wealth management broker offers thorough and comprehensive wealth advise covering a full range of services for clients.
The paraplanners working within this team will also have the opportunity to cover a full holistic service for the companies clients.
Suitability letters for the Wealth Adviser to present to clients and any required research on appropriate products and funds.
Preparing planning reports to new clients.
Overseeing cash management and making sure there is enough liquidity in the portfolio.
Maintaining client reports.
Being a key point of communication between the client facing and non-client facing roles for the benefit of the client and their experience.
A high level of knowledge of financial products through relevant education and/ or experience. Industry qualifications would be ideal although the client will support someone through these.
Understanding of the costs/ charges to be incurred by the client in the context of transactions in investment services, investment products or ancillary services.
Awareness of forecasting knowledge limits and awareness of the differences between past and future performance.
Preferably similar experience within a similar role and/ or in a Wealth Management environment.
For more information or to hear more about roles within financial services please contact Rose Dean on 0203 145 3342 or at Rose.Dean@bruinfinancial.com
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