Cornwall Portfolio Specialist
2 months ago
We are looking for a highly skilled Cornwall Portfolio Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services division, you will be responsible for managing client portfolios in Cornwall, ensuring compliance with regulatory requirements, and maintaining high standards of performance.
Responsibilities:
• Manage client portfolios in accordance with the client's mandate and objectives.
• Maintain all standards of performance as required by the firm.
• Follow the firm's compliance processes and procedures at all times.
• Comply with the Financial Services and Markets Act 2000 and the FCA's Conduct rules.
• Keep up to date with relevant regulatory, product, legislative, and technical requirements.
• Retain client records in line with the firm's Data security, data protection, and record keeping policy.
Salary Range: £65,000 - £85,000 per annum depending on experience.
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