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Advisory associate

ITI Capital Private Clients (UK) · 02.03.2020
Start Date:
April 2020

Duties and responsibilities

  • Servicing new and existing clients via video chat and by phone
  • Participate in Investment Committee.
  • Communicate with paraplanners and administrators.
  • Provide clients with investment ideas produced by the Investment Committee

Qualifications & Skills

  • Minimum QCF Level 4 recognised by FCA to be approved as a retail financial adviser
  • Minimum of 2 years’ experience as a Financial Adviser.
  • A proven track record through successful past performance in advisory roles.
  • The skill of remote communication with clients via telephone, Skype, orsimilar tools.
  • Excellent technical/product knowledge.
  • Ability to communicate effectively with other team members, other advisers, paraplanners, and administrators.
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