239 Investment Consultant jobs in the United Kingdom
Investment Consultant - Leeds
Posted 7 days ago
Job Viewed
Job Description
Monday - Friday 9am-5:30pm
As a Property Investment Consultant you will qualifying new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property investors, understanding their investment trends and finding the best high yielding properties within our portfolio to offer them.
- Qualify new warm leads
- Learn and understand each development
- Negotiate Sales of residential property
- Negotiate the selling of property for investment purposes
- Conduct viewings of residential property to prospective buyers
- Convert viewings to offers
- Conduct over the phone sales for international buyers
- Meet agreed performance and sales targets
- Working with the UK's leading property developers
- Experience in the Property Sales Sector
- Ideally in Off-Plan Investment Sales
- Other experience considered
APPLY TODAY to be considered and a member of our team will be in touch. If you’d like more information, get in touch with Team Property at Integro Partners who will be happy to help.
Disclaimer
Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role
Insurance Investment Consultant
Posted 17 days ago
Job Viewed
Job Description
Aon are currently recruiting a Senior Investment Consultant to join our UK insurance investment team in London. You will be primarily responsible for working with colleagues in this team (and other solution lines/geographies as needed) to help develop Aonu2019s insurance investment proposition and solutions and taking these to market.
Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. The UK Insurance Investment Team
There are significant structural changes impacting the UK DB pension landscape and Aon Investmentsu2019 traditional client base. Diversifying the client base is therefore a key strategic priority, requiring Aon to deliver our innovative investment advice and services to other asset owners u2013 in particular, insurance companies.
Current market conditions present several challenges and opportunities for insurance investors. As one of the worldu2019s largest investment consulting firms (and one of the worldu2019s leading (re)insurance brokers), Aon is uniquely placed to help insurers navigate these challenges and opportunities. Our expertise helps ensure our clientsu2019 investment strategies are aligned with their broader objectives and that they deliver the desired investment outcomes. We help our clients increase efficiency within their portfolios, access best in class managers, address sustainable investment considerations, manage the full spectrum of risks and save money on investment related fees.
The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and accurate at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour.
What the day will look like
Your impact as a Senior Investment Consultant:
Strong focus on revenue growth and securing new business.
Prospecting for new business, identification of new opportunities and involvement in proposals and pitches.
Supporting the growth of Aonu2019s profile in the insurance investment market by developing insightful insurance investment research and intellectual capital and taking this out to market.
Advising clients on investment strategy, asset allocation, portfolio construction, hedging and risk management strategies, sustainable investment considerations and fund selection.
Supporting the implementation of the business plan for growing revenue from insurance clients, taking ownership for specifically agreed tasks and effective delegation to more junior colleagues.
Leading or supporting relationships with clients, with accountability for developing those relationships.
Directing and delivering client projects.
Taking overall responsibility for quality of technical work delivered to clients.
Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary.
Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
Skills and experience that will lead to success
Your knowledge and expertise:
Several yearsu2019 experience working in the insurance investment market, for example within an investment team at an insurer or as part of a dedicated insurance investment team at a consulting firm.
Demonstrable understanding of and familiarity with various insurance specific items, including but not limited to: solvency capital requirements under Solvency II/UK, rating agency capital models, matching adjustment, IFRS 9 and 17, etc.
Familiarity with the key features of the asset classes and investment strategies typically found in insurance investment portfolios.
Demonstrable knowledge about the insurance industry, including: services offered, regulatory considerations, industry drivers, key challenges, opportunities and the competitive landscape.
High-level knowledge of the asset management universe and the range of funds/products available for insurance investors
Experience of new business sales, responding to RFPu2019s and drafting of proposals.
Hard working, diligent and independent
Not afraid to take on new challenges and willing to push yourself beyond your comfort zone.
A belief that you get back what you put in and a u201ccan dou201d attitude.
Strong written and verbal communication skills
Great teammate who enjoys collaboration with others
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-NW1
Weu2019re hiring!
Aon are currently recruiting a Senior Investment Consultant to join our UK insurance investment team in London. You will be primarily responsible for working with colleagues in this team (and other solution lines/geographies as needed) to help develop Aonu2019s insurance investment proposition and solutions and taking these to market.
Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. The UK Insurance Investment Team
There are significant structural changes impacting the UK DB pension landscape and Aon Investmentsu2019 traditional client base. Diversifying the client base is therefore a key strategic priority, requiring Aon to deliver our innovative investment advice and services to other asset owners u2013 in particular, insurance companies.
Current market conditions present several challenges and opportunities for insurance investors. As one of the worldu2019s largest investment consulting firms (and one of the worldu2019s leading (re)insurance brokers), Aon is uniquely placed to help insurers navigate these challenges and opportunities. Our expertise helps ensure our clientsu2019 investment strategies are aligned with their broader objectives and that they deliver the desired investment outcomes. We help our clients increase efficiency within their portfolios, access best in class managers, address sustainable investment considerations, manage the full spectrum of risks and save money on investment related fees.
The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and accurate at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour.
What the day will look like
Your impact as a Senior Investment Consultant:
Strong focus on revenue growth and securing new business.
Prospecting for new business, identification of new opportunities and involvement in proposals and pitches.
Supporting the growth of Aonu2019s profile in the insurance investment market by developing insightful insurance investment research and intellectual capital and taking this out to market.
Advising clients on investment strategy, asset allocation, portfolio construction, hedging and risk management strategies, sustainable investment considerations and fund selection.
Supporting the implementation of the business plan for growing revenue from insurance clients, taking ownership for specifically agreed tasks and effective delegation to more junior colleagues.
Leading or supporting relationships with clients, with accountability for developing those relationships.
Directing and delivering client projects.
Taking overall responsibility for quality of technical work delivered to clients.
Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary.
Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
Skills and experience that will lead to success
Your knowledge and expertise:
Several yearsu2019 experience working in the insurance investment market, for example within an investment team at an insurer or as part of a dedicated insurance investment team at a consulting firm.
Demonstrable understanding of and familiarity with various insurance specific items, including but not limited to: solvency capital requirements under Solvency II/UK, rating agency capital models, matching adjustment, IFRS 9 and 17, etc.
Familiarity with the key features of the asset classes and investment strategies typically found in insurance investment portfolios.
Demonstrable knowledge about the insurance industry, including: services offered, regulatory considerations, industry drivers, key challenges, opportunities and the competitive landscape.
High-level knowledge of the asset management universe and the range of funds/products available for insurance investors
Experience of new business sales, responding to RFPu2019s and drafting of proposals.
Hard working, diligent and independent
Not afraid to take on new challenges and willing to push yourself beyond your comfort zone.
A belief that you get back what you put in and a u201ccan dou201d attitude.
Strong written and verbal communication skills
Great teammate who enjoys collaboration with others
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-NW1
Insurance Investment Consultant
Posted 17 days ago
Job Viewed
Job Description
Aon are currently recruiting a Senior Investment Consultant to join our UK insurance investment team in London. You will be primarily responsible for working with colleagues in this team (and other solution lines/geographies as needed) to help develop Aonu2019s insurance investment proposition and solutions and taking these to market.
Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. The UK Insurance Investment Team
There are significant structural changes impacting the UK DB pension landscape and Aon Investmentsu2019 traditional client base. Diversifying the client base is therefore a key strategic priority, requiring Aon to deliver our innovative investment advice and services to other asset owners u2013 in particular, insurance companies.
Current market conditions present several challenges and opportunities for insurance investors. As one of the worldu2019s largest investment consulting firms (and one of the worldu2019s leading (re)insurance brokers), Aon is uniquely placed to help insurers navigate these challenges and opportunities. Our expertise helps ensure our clientsu2019 investment strategies are aligned with their broader objectives and that they deliver the desired investment outcomes. We help our clients increase efficiency within their portfolios, access best in class managers, address sustainable investment considerations, manage the full spectrum of risks and save money on investment related fees.
The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and accurate at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour.
What the day will look like
Your impact as a Senior Investment Consultant:
Strong focus on revenue growth and securing new business.
Prospecting for new business, identification of new opportunities and involvement in proposals and pitches.
Supporting the growth of Aonu2019s profile in the insurance investment market by developing insightful insurance investment research and intellectual capital and taking this out to market.
Advising clients on investment strategy, asset allocation, portfolio construction, hedging and risk management strategies, sustainable investment considerations and fund selection.
Supporting the implementation of the business plan for growing revenue from insurance clients, taking ownership for specifically agreed tasks and effective delegation to more junior colleagues.
Leading or supporting relationships with clients, with accountability for developing those relationships.
Directing and delivering client projects.
Taking overall responsibility for quality of technical work delivered to clients.
Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary.
Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
Skills and experience that will lead to success
Your knowledge and expertise:
Several yearsu2019 experience working in the insurance investment market, for example within an investment team at an insurer or as part of a dedicated insurance investment team at a consulting firm.
Demonstrable understanding of and familiarity with various insurance specific items, including but not limited to: solvency capital requirements under Solvency II/UK, rating agency capital models, matching adjustment, IFRS 9 and 17, etc.
Familiarity with the key features of the asset classes and investment strategies typically found in insurance investment portfolios.
Demonstrable knowledge about the insurance industry, including: services offered, regulatory considerations, industry drivers, key challenges, opportunities and the competitive landscape.
High-level knowledge of the asset management universe and the range of funds/products available for insurance investors
Experience of new business sales, responding to RFPu2019s and drafting of proposals.
Hard working, diligent and independent
Not afraid to take on new challenges and willing to push yourself beyond your comfort zone.
A belief that you get back what you put in and a u201ccan dou201d attitude.
Strong written and verbal communication skills
Great teammate who enjoys collaboration with others
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-NW1
Weu2019re hiring!
Aon are currently recruiting a Senior Investment Consultant to join our UK insurance investment team in London. You will be primarily responsible for working with colleagues in this team (and other solution lines/geographies as needed) to help develop Aonu2019s insurance investment proposition and solutions and taking these to market.
Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. The UK Insurance Investment Team
There are significant structural changes impacting the UK DB pension landscape and Aon Investmentsu2019 traditional client base. Diversifying the client base is therefore a key strategic priority, requiring Aon to deliver our innovative investment advice and services to other asset owners u2013 in particular, insurance companies.
Current market conditions present several challenges and opportunities for insurance investors. As one of the worldu2019s largest investment consulting firms (and one of the worldu2019s leading (re)insurance brokers), Aon is uniquely placed to help insurers navigate these challenges and opportunities. Our expertise helps ensure our clientsu2019 investment strategies are aligned with their broader objectives and that they deliver the desired investment outcomes. We help our clients increase efficiency within their portfolios, access best in class managers, address sustainable investment considerations, manage the full spectrum of risks and save money on investment related fees.
The FCA's Senior Managers & Certification Regime (SM&CR) applies to Aon from December 2019 and this role is subject to the relevant requirements of the Regime. The primary aim of SM&CR is to drive individual accountability for all roles within the Financial Services Sector. Aon must ensure those in senior roles, with the potential to cause significant harm to customers and the business of the firm, are deemed to be fit and accurate at all times and also to ensure everyone working in the sector adheres to a set of Conduct Rules and are held to account where they do not meet the right standards of behaviour.
What the day will look like
Your impact as a Senior Investment Consultant:
Strong focus on revenue growth and securing new business.
Prospecting for new business, identification of new opportunities and involvement in proposals and pitches.
Supporting the growth of Aonu2019s profile in the insurance investment market by developing insightful insurance investment research and intellectual capital and taking this out to market.
Advising clients on investment strategy, asset allocation, portfolio construction, hedging and risk management strategies, sustainable investment considerations and fund selection.
Supporting the implementation of the business plan for growing revenue from insurance clients, taking ownership for specifically agreed tasks and effective delegation to more junior colleagues.
Leading or supporting relationships with clients, with accountability for developing those relationships.
Directing and delivering client projects.
Taking overall responsibility for quality of technical work delivered to clients.
Helping to further build the investment expertise within the wider team, through training and mentoring of more junior colleagues as necessary.
Responsibility for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
Skills and experience that will lead to success
Your knowledge and expertise:
Several yearsu2019 experience working in the insurance investment market, for example within an investment team at an insurer or as part of a dedicated insurance investment team at a consulting firm.
Demonstrable understanding of and familiarity with various insurance specific items, including but not limited to: solvency capital requirements under Solvency II/UK, rating agency capital models, matching adjustment, IFRS 9 and 17, etc.
Familiarity with the key features of the asset classes and investment strategies typically found in insurance investment portfolios.
Demonstrable knowledge about the insurance industry, including: services offered, regulatory considerations, industry drivers, key challenges, opportunities and the competitive landscape.
High-level knowledge of the asset management universe and the range of funds/products available for insurance investors
Experience of new business sales, responding to RFPu2019s and drafting of proposals.
Hard working, diligent and independent
Not afraid to take on new challenges and willing to push yourself beyond your comfort zone.
A belief that you get back what you put in and a u201ccan dou201d attitude.
Strong written and verbal communication skills
Great teammate who enjoys collaboration with others
How we support our colleagues
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.
We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email
#LI-NW1
Investment Consultant - Leeds
Posted 7 days ago
Job Viewed
Job Description
Monday - Friday 9am-5:30pm
As a Property Investment Consultant you will qualifying new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property investors, understanding their investment trends and finding the best high yielding properties within our portfolio to offer them.
- Qualify new warm leads
- Learn and understand each development
- Negotiate Sales of residential property
- Negotiate the selling of property for investment purposes
- Conduct viewings of residential property to prospective buyers
- Convert viewings to offers
- Conduct over the phone sales for international buyers
- Meet agreed performance and sales targets
- Working with the UK's leading property developers
- Experience in the Property Sales Sector
- Ideally in Off-Plan Investment Sales
- Other experience considered
APPLY TODAY to be considered and a member of our team will be in touch. If you’d like more information, get in touch with Team Property at Integro Partners who will be happy to help.
Disclaimer
Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role
Senior Investment Consultant
Posted 2 days ago
Job Viewed
Job Description
Amazing office space to work from
Be surrounded by great people who are making serious moves in the sector
Receive a constant flow of stock to sell
As a Senior Investment Consultant you will play an integral role within the current investment team, not only as a top biller but also as source of expertise and mentorship f.
Senior Property Investment Consultant
Posted today
Job Viewed
Job Description
Senior Property Investment Consultant
If you know property investment and know how to close, this is the role for you.
We are working with one of the most respected and successful property investment companies in the market. They generate more high-quality, qualified leads than their consultants can currently handle.
If you have 1-2 years of property investment sales experience, want a real pipeline,.
Graduate Trainee – Wealth Management & Financial Planning
Posted 5 days ago
Job Viewed
Job Description
About the Opportunity
We are partnering with a respected wealth management and financial planning firm to recruit a motivated graduate to join as a Trainee. This is an excellent opportunity to develop a career in wealth management, gaining exposure to financial planning, investment advice, and client relationship management.
The Role
As a Graduate Trainee, you will support advisers and planners in delivering tailored financial advice to clients. You will gain insight into investment management, pensions, retirement planning, and tax-efficient strategies, while working towards recognised industry qualifications.
Key Responsibilities
Supporting financial planners in preparing client reports and recommendations
Conducting research and analysis across investments, pensions, and protection products
Assisting with client meetings and maintaining accurate records
Learning compliance and regulatory requirements within wealth management
Building knowledge of financial markets and planning strategies
Candidate Profile
Graduate with a strong academic background (finance, economics, or related fields desirable, but all considered)
Strong numerical and analytical skills
Excellent communication and interpersonal ability
High attention to detail and organisational skills
Interest in pursuing a career in financial planning/wealth management
Motivated to work towards professional qualifications (e.g. Diploma in Regulated Financial Planning, Chartered status in the long term)
What’s on Offer
Competitive salary with clear progression path
Full professional study support (CII or equivalent)
Hands-on training and mentoring from experienced advisers
Exposure to a wide client base across financial planning and investment advice
Long-term career development opportunities in a growing firm
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About the latest Investment consultant Jobs in United Kingdom !
Senior Property Investment Consultant - London
Posted 7 days ago
Job Viewed
Job Description
Hybrid Working
15% commission
As a Senior Property Investment Consultant you will qualifying new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property investors, understanding their investment trends and finding the best high yielding properties within our portfolio to offer them.
- Qualify new warm leads
- Learn and understand each development
- Negotiate Sales of residential property
- Negotiate the selling of property for investment purposes
- Conduct viewings of residential property to prospective buyers
- Convert viewings to offers
- Conduct over the phone sales for international buyers
- Meet agreed performance and sales targets
- Working with the UK's leading property developers
- Experience in the Property Sales Sector
- Ideally in Off-Plan Investment Sales
- Other experience considered
15% Commission
Senior Property Investment Consultant - London
Posted 7 days ago
Job Viewed
Job Description
Hybrid Working
15% commission
As a Senior Property Investment Consultant you will qualifying new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property investors, understanding their investment trends and finding the best high yielding properties within our portfolio to offer them.
- Qualify new warm leads
- Learn and understand each development
- Negotiate Sales of residential property
- Negotiate the selling of property for investment purposes
- Conduct viewings of residential property to prospective buyers
- Convert viewings to offers
- Conduct over the phone sales for international buyers
- Meet agreed performance and sales targets
- Working with the UK's leading property developers
- Experience in the Property Sales Sector
- Ideally in Off-Plan Investment Sales
- Other experience considered
15% Commission
Wealth Management Administrator
Posted 2 days ago
Job Viewed
Job Description
Wealth Management Administrator
Location: Hertfordshire, AL10
Salary: (c) £35,000 (DoE)
Hours: Full time
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
The Role: Wealth Management Administrator
The role offers variety and challenge, including but not limited to:
- You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
- Submitting new business and fund transfers using bespoke software
- Sending out correspondence and requesting detailed information for Pension Transfer cases
- Carrying out fund switches and financial calculations for clients using specific systems and processes
- You will need to ensure that business obtained is being processed in a timely way
- You will be setting up the clients' annual reviews and be able to produce the review letters
- You will be responsible for managing Salesforce and keeping all client details up to date
- The Person: Wealth Management Administrator
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
- You have excellent IT and communication skills, are highly organised and can make decisions
- Ideally you will have used the Salesforce CRM system
- You are a self-starter and able to work with little or no supervision
- Most importantly, you are confident in dealing with Clients and third parties with total discretion
- You will ideally have previous experience but training in some of these areas can be provided.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £198.5bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.