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Discretionary Advisor

E Personnel Recruitment
Posted 2 days ago, valid for 8 days
Location

Guildford, Surrey GU48EY, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking an experienced Discretionary Stockbroker to effectively manage clients' investment portfolios.
  • Candidates must have a minimum of 5 years of experience in portfolio management and market analysis.
  • The role offers a competitive base salary along with bonuses and commissions based on performance.
  • Successful applicants will demonstrate strong negotiation, communication, and decision-making skills while working under pressure.
  • This position requires the ability to build lasting relationships and maintain compliance with regulatory standards.

Discretionary Advisor

We are on the lookout for an established Discretionary Stockbroker to manage client’s investment portfolios.

Portfolio Management

Making investment decisions aligned with the client's objectives and risk tolerance.

Market Analysis

Continuously assessing market conditions to inform investment choices.

Performance Reporting

Providing clients with regular updates on portfolio performance.

Compliance

Ensuring all investment activities adhere to regulatory standards and client.

  • We are looking for someone with ambition and determination.
  • Ability to negotiate.
  • Excellent communication skills
  • Strong decision-making skills
  • Ability to work under pressure and to tight deadlines.
  • Able to build lasting relationships.
  • Organised with attention to detail.

Competitive base salary Plus Bonus/Commission

If your application is successful, you will be contact shortly.

The job title and description in this advertisement may differ from the client's official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible.

You can apply with the utmost confidence to E-Personnel Recruitment directly, experts in both Permanent and Temporary Recruitment, and a proud member of the Recruitment & Employment Confederation (REC), the professional body for the recruitment industry. In the meantime, feel free to explore similar job opportunities on our website: e-personnelrecruitment.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.