Investment Advisor

2 weeks ago

Edinburgh, United Kingdom LOM Financial Group - Wealth Management Full time

Salary range – USD$100,000 - USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus.

 

Starting Salary Range $100,000 which will rise quickly with an increase of AUM.


The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman Islands and the Bahamas. Headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, LOM truly has the global presence to meet client needs.


Our Investment Advisors source, help build and advise upon a portfolio of assets from international high net worth clients. A LOM Investment Advisor develops long term relationships with our clients and is their trusted adviser. Our Investment Advisors develop these long-term relationships by assessing our clients’ needs, responding to their queries, and supporting them by helping them invest their available capital in suitable LOM products and services tailored to their individual needs. They also utilise relationships to attract new clients to the firm.


Key Responsibilities and Attributes:

·        Achieve established targets for new clients, net portfolio growth, assets and revenues;

·        Build new relationships/clients through networking and cold calling. Develop existing relationships, increase client investment in LOM products and maximise commercial outcomes for LOM;

·        Provide clients with expert financial advice and planning, including investments, banking products and credit;

·        Deal with clients’ complex queries and support clients with products through the Group; including (structured credit, derivative margin trading, direct access to trading desks for equity and FX forwards);

·        Assist clients with many other issues including assisting them with introductions to professionals in the trust, corporate service or tax advice areas including giving them advice on residency relocations;

·        Ensure full compliance with regulatory and internal requirements, and industry best practice;

·        Control, and monitor risk of a client’s portfolio as a trusted adviser;

·        An advisor for all LOM wealth and portfolio products;

·        Maintain up to date and global knowledge of financial products, economics, markets and risk. Use the information to support clients by identifying concerns and opportunities.


We are looking for candidates with at least five years’ experience within wealth management/financial services and with a possibility of bringing a portable client base of offshore clients. Being fluent in a second language is advantageous. US Series 7 or equivalent is essential. Candidates must have experience in portfolio management, wealth structuring, financial planning, long-term relationship management and with an international clientele. Knowledge of all investment products in all asset classes is essential as well as an industry qualification is important.


LOM is regulated by and licensed to conduct investment business by the Securities Commission of the Bahamas and the Bermuda Monetary Authority. 

  • Chief Investment Officer

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    The Scottish National Investment Bank is seeking an experienced and passionate investment leader to drive projects across Scotland that contribute to vibrant, sustainable communities.About the Role:In this senior position, you'll lead investments aligned with our Place Mission, focusing on sectors such as affordable housing, community regeneration,...

  • Investment Director

    4 weeks ago

    Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    Job Description Investment Director – Place Location: Edinburgh or Glasgow The Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable...

  • Investment Director

    1 month ago

    Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

  • Investment Director

    1 month ago

    Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

  • Investment Director

    1 month ago

    Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

  • Senior Place Investment Manager

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom The Scottish National Investment Bank Full time

    Embracing a mission-driven approach, we're seeking a seasoned investment leader to spearhead investments that drive sustainable community growth across Scotland.About the RoleThis exciting opportunity within our Investment Origination team requires an experienced professional with a proven track record in place-based investments. You'll collaborate closely...

  • Investment Director

    1 month ago

    Edinburgh, Scotland, Scotland, United Kingdom The Scottish National Investment Bank Full time

    Investment Director – PlaceLocation: Edinburgh or GlasgowThe Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director – Place to lead investments aligned with our Place Mission. In this senior role, you’ll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors...

  • Investment Advisor

    4 days ago

    City of Edinburgh, United Kingdom Lom Financial Group - Wealth Management Full time

    Job Description Salary range – USD$100,000 - USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus.  Starting Salary Range $100,000 which will rise quickly with an increase of AUM.The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates...

  • Investment Advisor

    2 weeks ago

    City of Edinburgh, United Kingdom Lom Financial Group - Wealth Management Full time

    Salary range – USD$100,000 - USD$350,000 per annum (job title and salary are linked to the amount of assets/production under supervision) bonus.Starting Salary Range $100,000 which will rise quickly with an increase of AUM.The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman Islands...

  • Senior Tax Advisor, Investment Management

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Deloitte LLP Full time

    About the Role:Deloitte is seeking a Senior Tax Advisor to join our Investment Management Reporting team in Edinburgh, Glasgow or London. As a key member of our team, you will be responsible for providing tax advice to investment managers across the UK and globally.We are looking for an experienced professional with a strong background in investor tax...

  • Independent Investment Manager

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    Job Description:We are seeking a highly skilled and experienced UK Wealth Management Advisor to join our team at IDEX Consulting. As an Independent Financial Adviser, you will be responsible for providing independent financial planning and investment management services throughout the UK.Key Responsibilities:Work closely with clients to understand their...

  • Investment Director

    2 months ago

    Edinburgh, United Kingdom CV-Library Full time

    Investment Director - Place Location: Edinburgh or Glasgow The Scottish National Investment Bank is seeking a highly experienced and passionate Investment Director - Place to lead investments aligned with our Place Mission. In this senior role, you'll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on...

  • UK Wealth Management Advisor

    3 weeks ago

    Edinburgh, Edinburgh, United Kingdom IDEX Consulting Full time

    About the Role:We are looking for an Independent Investment Manager to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.Key Responsibilities:Develop and implement comprehensive investment strategies for clients.Monitor...

  • Parts Advisor

    6 months ago

    Edinburgh, United Kingdom John Clark Motor Group Full time

    **Parts Advisor** Highly Competitive with excellent benefits Are you good with people and have a can do attitude? This could be the opportunity for you! **Pentland Land Rover Edinburgh West** are seeking a pro-active, customer focused, qualified Parts Advisor, who will be part of a team of Parts Advisors and be responsible for providing a proactive service...

  • Parts Advisor

    6 months ago

    Edinburgh, United Kingdom John Clark Motor Group Full time

    **Parts Advisor** Are you good with people and have a can do attitude? This could be the opportunity for you! **Pentland Land Rover Edinburgh East **are seeking a pro-active, customer focused, qualified Parts Advisor, who will be part of a team of Parts Advisors and be responsible for providing a proactive service to customers requesting to schedule their...

  • Optical Advisor

    6 months ago

    Edinburgh, United Kingdom Optical Express Group Full time

    **Location - The Gyle, Edinburgh** **Hours - Full time and part time hours available** **Competitive salary, bonus & benefits, full training will be given** Optical Express is focused on delivering exceptional patient care, outstanding clinical outcomes and continued investment in our people and technology. For over 30 years, millions of patients have...

  • Sales Advisor

    6 months ago

    Edinburgh, United Kingdom Bannatyne Full time

    **Sales advisor**: Location Edinburgh Department: Memberships / Sales Job type: Permanent **Salary**: 10.42 Job ref: 029377 Published: about 3 hours ago Job Title : Membership advisor Hours : 40 Rate of Pay : £10.42 per hour Location : Newcraighall About the Role Applications are invited for a Membership Advisor at one of our prestigious health...

  • HNW Private Client Advisor

    7 days ago

    Edinburgh, Edinburgh, United Kingdom JohnstonGreer Ltd Full time

    We are looking for a highly skilled HNW Private Client Advisor to join our team at JohnstonGreer Ltd. In this role, you will be responsible for providing expert advice on complex financial planning and investment strategies to high net worth private clients.About the JobSalary: £45,000 - £65,000 per annumThe successful candidate will have a strong...

  • Sales Advisor

    6 months ago

    Edinburgh, United Kingdom Macklin Motors Full time

    **Macklin Motors MG Edin**burgh** We are currently looking for a Sales Advisor to come and join our team at Macklin Motors MG Edinburgh! We are offering an industry leading basic salary of £30,000 plus an OTE of £36,000 and a fixed 40 hour working week across 5 days! We can be flexible and are open to discussing a range of working patterns that can...

  • Sales Advisor

    6 months ago

    Edinburgh, United Kingdom Macklin Motors Full time

    **Macklin Motors Peugeot Edinburgh** We are currently looking for a Sales Advisor to come and join our team at Macklin Motors Peugeot Edinburgh! We are offering an industry leading basic salary of £30,000 plus an OTE of £36,000 and a fixed 40 hour working week across 5 days! We can be flexible and are open to discussing a range of working patterns that...