Up to £60k + Benefits
A leading retirement product provider is looking for an investment specialist to work out of their head office in Reigate.
The role sits within the proposition team and the main area of focus is to communicate information about their investment funds to the clients, whilst also maintaining strong relations both internally with colleagues and externally with the fund management company.
In order to qualify, you will:
- Have knowledge on the advantages and disadvantages of a range of investment products and investments
- Hold the Investment Management Certificate
- Understand asset classes available and how these can be combined to create effective portfolios
- Be a driven individual with ambition and the desire to achieve results
- Have experience in the production of marketing materials
- Support sales team in the provision of a comprehensive range of investment related marketing material on a regular and timely basis.
- Keep abreast of investment proposition developments and develop recommendations for changes to the Just proposition, securing appropriate backing and working alongside the Proposition Development team to bring such changes to the market.
- Ensure investment fund governance process is robust and fully implemented.
- Ongoing monitoring of investment fund and external management performance.
- Ownership and production of a comprehensive range of investment related marketing material on a regular and timely basis.