• Bachelor’s degree required, preferably in finance, economics, or business.
• At least one year’s experience in a sales team, including cold calling experience.
• Exceptional written and verbal communication skills.
• Strong analytical skills with a high attention to detail and accuracy.
• Proficiency in Microsoft Excel and Office tools.
• Passion for providing an outstanding client service and developing long-standing professional relationships.
• Strong organisational skills with the ability to manage multiple priorities and workstreams simultaneously.
• Proactive, curious, and motivated to learn, the preferred candidate will have the ability to work independently in a fast-paced sales environment.
• The candidate will be supported in their study and completion of the Investment Management Certificate.
• Experience in Model Portfolio Services (MPS), multi-asset solutions, or a discretionary investment sales team.
• Strong understanding of the UK financial adviser and intermediary market.