Job Description:

We are supporting a new role in a leading DFM business to support their relationship with the intermediary market. You will be an experienced investment specialist, ideally level 6 qualified, and have a strong commercial acumen. This presents a great opportunity to join a firm with ambitious growth in the Scottish market and a client centric firm with strong values.

Essential Skills/Experience:

• Sales Experience and commercial awareness
• Relationship building skills in order to rapidly establish a high level of trust with the clients, both in terms of professional and personal competence and trustworthiness
• Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices
• Resilience in order to manage conflicting priorities and demands, ambiguity and demanding work loads
• Ability to have and hold a relevant SPS and maintain ongoing annual CPD requirements.

Desirable Skills/Experience:

• Level 6 qualified

Core Responsibilities:

• Work in conjunction with the regional Business Development Managers to sign-up new IFA firms to use the the clients' Discretionary and RIS services.
• Responsible for Discretionary / RIS new business generation from a panel of new and existing IFA firms.
• Attend & present at new client meetings; conduct portfolio analysis and draw up investment proposals.
• Identify, upsell and x-sell opportunities within the existing IFA panel. Work with BD to achieve the overall regional Platform and Investment solutions targets.
• Prepare for, undertake and attend (when required) annual client reviews in order to retain existing business.
• Attend and hold regular IFA Meetings (in conjunction with BDMs, where relevant).
• Carry out portfolio restructuring & investment phasing work.
• Carry out annual client tax work involving CGTs / ISAs.
• Work towards meeting retention targets set on an annual basis.
• Deal with Client queries
• Keep annual client suitability up to date.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 14566

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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