Investment and Retirement Specialist Jobs in Manchester

The RoleWe are seeking a qualified adviser preferably a Certified Financial Planner (CFP) to lead the development of our service strategy for new retirement offers within UK Personal Investor. This is a key appointment as we look to offer more help to more investors in reaching our 2030 goals. The r...

KEY FEATURES OF THE POSITION Core Functional- Providing end-to-end investment advisory services with a special focus on direct equities as an asset class- Profiling clients and documenting their investment objectives- Tracking equity markets creating model portfolios and building a robust direct eq...