10 August 2021
Working closely with MVAM’s Head of Advice you are a professional financial advisor, who can offer expert advice on suitable investments, insurance, tax, and private pensions with a background in the trade or a related industry as well as FCA certification in financial planning. You will be communicating and devising advice and reporting to clients, providing them with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements. Also, you will be Involved in and helping evolve processes of client charging, client on boarding and the management of client information.
MVAM has been authorised to give client advice for seven years but has concentrated on investment management, so advice has been limited. We are broadening our advice and this role includes assisting in creating and developing the advice side of the business.
What will you be doing?
What are we looking for?
What can we offer you?
If interested please send CV and cover letter to firstname.lastname@example.org.
Closing date: 31st August 2021.