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Discretionary Investment Specialist / Level 6 PCIAM / Discretionary Fund Manager / IFA Distribution
The Role: Articulate the investment proposition to Intermediaries/ Institutions in the UK, requiring and demonstrating a clear Investment understanding and knowledge.
Create long term intermediated partnerships and have experience of cultivating similar relationships within previous roles with internal adviser network as well as with external advisers.
Demonstrate good knowledge of financial planning advice areas
Demonstrate a broad understanding of tax structures used by IFA's – Offshore Bonds, SIPPs, ISAs, and Trusts
Create and develop opportunities (i.e. convince intermediaries to outsource investment advice) through a consultative relationship
Work in partnership with Business Developers and advisers to secure and retain new assets under management with intermediary relationships
Lead communications and drive new business through specific investment propositions for advisers
Retain a lead product champion and manager position of allocated investment products and services
Qualified to Level 6 PCIAM
Discretionary Fund Management experience with a previous investment discipline.
Must have several years' experience working within the intermediated investment market place, with an emphasis on segregated fund management advice and influence, alongside relationship development capabilities.
Internal Number: 3991577
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