Investment Solutions Coordinator

6 days ago


Hessle and Hill Top, United Kingdom Kingswood Group Full time

We're seeking an experienced Investment Solutions Coordinator to join our team at Kingswood Group. As a key member of our investment team, you'll work closely with clients to provide tailored investment solutions and conduct regular portfolio reviews.

Job Summary

We're offering a highly competitive salary of £55,000 - £75,000 per annum, plus a bonus structure that rewards your success in acquiring new clients and retaining existing ones.

Key Responsibilities
  • Develop and maintain strong relationships with private clients, providing expert investment advice and guidance.
  • Conduct regular portfolio reviews to ensure clients' investment goals are on track.
  • Stay up-to-date with market trends and best practices to maintain expertise.
Requirements
  • Minimum of 5 years' experience in investment or a related field.
  • Strong knowledge of investment products and services.
  • Excellent communication and interpersonal skills.
Benefits
  • An extra day off for your birthday.
  • Cycle to work scheme.
  • Life Assurance.
  • Private healthcare.
  • Enhanced Maternity and Paternity pay.


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