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About the job
Are you a Level 4 IAD qualified experienced stockbroker looking for a new challenge? We are looking for a Private Client Stockbroker to join our client's Retail Advisory team in Godalming, Surrey.
The ideal candidate will have a minimum of two years' experience in a similar advisory position. The role will see you managing an existing client base advising on primarily FTSE 350 equities.
Our client is an independent boutique stockbroker based in Godalming, Surrey. Established in 2004 they have built up a strong reputation in Surrey and Home Counties based on their straightforward and honest approach to investing. They value their employees and offer a full range of additional benefits.
As a Private Client Stockbroker, you will have responsibility for:
- Advising primarily FTSE 350 equity investment opportunities to existing clients
- Updating and monitoring clients on their investment portfolio
- Developing existing and new client relationships
What skills do you need?
- RDR Level 4 or above qualification is required
- In depth understanding of the current financial and investment markets
- At least 2 years' experience in an advisory stockbroking position
- Natural sales ability with excellent client relationship and communication skills
- Meticulous attention to detail and exceptional planning and organisational skills
- Confident and approachable when communicating in person or over the phone
- Fluent at describing and understanding UK markets, ability to explain the benefits and risks specific to the clients' objectives and needs.
For the role of Private Client Stockbroker there is a salary on offer of £30,000 to £35,000 per annum.
How to Apply
Please note that eRecruitSmart is a Recruitment Agent and not a direct employer. Your CV will be sent to the Hiring Manager at the company who is responsible for the vacancy that you have applied to. Please only apply if you consent to these terms.
You must have eligibility to work in the UK. Please note, only suitable applicants will be contacted. If your address and contact details are not on your CV, you will not be considered.
We look forward to hearing from you!
stockbroker, private client, finance, investments,