QUALIFIED STOCKBROKERS WELCOME

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JOB DESCRIPTION: PRIVATE CLIENT STOCKBROKER

Level 4 IAD qualified

Key Responsibilities:

  • Advising primarily FTSE 350 equity investment opportunities to existingHNW clients.
  • Updating and monitoring HNW clients on their investment portfolios and developing existing and new client relationships

Skills & Experience:

  • RDR / IAD / CISI Level 4 or above qualification is required
  • In depth understanding of the current financial and investment markets
  • At least 2 years’ experience in an advisory stockbroking position
  • Natural sales ability with excellent client relationship and communication skills
  • Meticulous attention to detail and exceptional planning and organisational skills
  • Confident when communicating with HNW/UHNWs in person or over the phone
  • Fluent at describing and understanding UK markets, explain the benefits and risks specific to the clients’ objectives and needs
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