Investment Specialist / Level 6 PCIAM / Discretionary Fund Manager / IFA Distribution

  • £60,000 - £90,000
  • London, England, United Kingdom
  • Permanent, Full time
  • Jigsaw Search
  • 20 Feb 19

My client are looking for an experienced investment professional with an in depth knowledge of working on a consultative investment basis with intermediaries and institutions and their underlying clients within the UK.

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


The Candidate: 

Qualified to Level 6 PCIAM 

CF30 registered

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.