Current Vacancies
Various Locations - Nationwide. Attractive Remuneration & Benefits Package.
Due to increasing demand for our services, we are now looking to recruit the following vacancies:
Strategic Investment Planners: You will be qualified to QCF Diploma level 4 in financial planning or equivalent, have relevant experience and a proven track record of providing first class investment advice and guidance. The G60/AF3 qualification would also be an advantage. Your role will be to provide specialist personal guidance and advice to individuals at all levels on a fee paying basis.
You will be experienced in all key areas of investment, tax and pensions and will be passionate about providing specialist personal financial guidance.
View the full job description for more details.
Lecturers: You should be able to deliver a range of education modules to employees, ranging from new joiners to main board directors, covering a diverse range of financial and investment subjects. Full FPC or equivalent is required.
You will be confident, enjoy presenting to groups of individuals and be able to communicate often complex issues in an interesting and understandable manner.
View the full job description for more details.
Client Relationship Manager (Pensions): You should have a background in financial services with specific emphasis on pensions and experience of delivering projects to large client companies. Full FPC or equivalent is required and a relevant pension qualification is desirable.
View the full job description for more details.
Investment Analyst: You will be CFA qualified or equivalent (or minimum part-qualified) and have strong numerical, analytical and problem solving skills, excellent communication and presentation skills with good attention to detail.
You will be confident in making investment recommendations based on in-depth analysis which includes fund and country/theme specific analysis. Your role will also be to input into market timing of buy/sell guidance and work with the existing team to generate positive relative
returns for clients.
View the full job description for more details.
If you have any further queries, please email: hr@wealthatwork.co.uk
