Senior Investment Manager

1 day ago


Birmingham, Birmingham, United Kingdom Pertemps Birmingham Commercial Full time

About the Company

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Pertemps Birmingham Commercial is a respected financial services firm seeking a qualified and experienced Independent Financial Adviser to join their team in the Midlands.

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Job Summary

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We are looking for a motivated professional to deliver expert investment advice while fostering strong client relationships. The successful candidate will provide tailored investment advice, ensuring compliance with all regulatory standards and company procedures.

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About the Role

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The job involves providing tailored investment advice to clients, understanding and meeting their financial needs. Key responsibilities include:

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  • Client Engagement: Identify, contact, and build relationships with potential clients.\
  • Investment Recommendations: Analyse client information, conduct thorough research, and deliver tailored financial advice.\
  • Regulatory Compliance: Maintain strict adherence to relevant financial regulations and company procedures.\
  • Professional Growth: Achieve and sustain competent status as required by regulatory bodies and undertake continuous professional development (CPD).\
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Qualifications and Experience:

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  • Level 4 Diploma in Regulated Financial Planning.\
  • At least 3 years of experience working directly with clients and 5 years in the financial services industry.\
  • Chartered Financial Planner designation.\
  • Experience with project management or similar leadership responsibilities.\
  • In-depth understanding of financial markets and products.\
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Benefits

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The role offers a competitive salary of £52,500 - £57,500 per annum, depending on experience. Additionally, the company offers opportunities for professional growth and development, including CPD and certification programs.



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