Job Information

A highly reputable Wealth Management practice based in Central London are looking to add a credible and well-experienced Investments Specialist to join their team. Successful candidates may have either had an IFA background or have been an Advisory Investment Manager, however will not have come from a bank. The following criteria applies:

• Experienced in advising on bespoke client portfolios with a strong market awareness and successful track record
• High client retention rate, client-centric focus and operates with integrity
• Able to build strong and lasting relationships with existing clients as they will be given clients and need to ensure a strong rapport
• A background in Advisory Investment Management, rather than Discretionary
• Level 4 DipFA qualified, preferably with an academic background
• Professional with strong communication skills and a corporate demeanor.


As such, successful applicants will enjoy an above-market-rate salary with a performance-based bonus and pension scheme.

If you are interested in the role and fit the above criteria only please apply within and a consultant from Cameron James will be in contact if you are suitable within 2 weeks.