Investment Specialist (North West) - Schroders Personal Wealth

Lloyds Banking Group
Manchester, United Kingdom
GBP50000 - GBP69000 per annum
22 Aug 2019
31 Aug 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The candidates for this role do need recognised investment qualifications since this is now an FCA requirement in order to talk to clients about investments. The actual qualifications can vary but the very minimal is Level 4 (IMC - both parts) but preferred L6 or L7 (Chartered CISI or CFA or equivalent - there are other bodies and the FCA publishes a list on its website).

Along with the specialist skills listed above the role requires someone who is strategically minded with a track record of supporting client acquisition and retention.

Key accountabilities include:
  • Quant analysis of fund/discretionary investment offers.
  • Internal and external investment communications experience including product specialist roles.
  • Support Front Office (Relationship Managers/Wealth Advisors) with investment insight, training, market overviews, technical analysis - utilising internal specialists and resources of our outsourced investment management partners.
  • Supporting client seminars and participation in 3rd party wealth management conferences as required. This would include speaker engagements to stakeholder audiences - large and small.
  • Helping the team to deliver portfolio specialist communications support to HNW client Relationships Managers to win new business and aid client retention.
  • Supporting the Relationship Managers/Wealth Advisors on investment related matters in private client meetings where required
  • Ensure 100% regulatory compliance of all client materials and presentations.
  • Manage production of professional pitch packs, KFD, fund fact sheets, illustrations etc.

Experience, Skills, Capabilities required:
  • Experienced senior product or investment specialist with a technical background preferred
  • Track record in investment communications including production of professional presentations, experience in PowerPoint essential
  • Investment related experience gained within an asset management environment - credible investment communicator and capability for high quality production design
  • Demonstrable understanding and active interest in macroeconomics and financial markets with the ability to articulate in communications to a broad audience
  • Quant analysis capabilities with experienced in use of financial data tools such as Morningstar, Financial Express, Bloomberg
  • Excellent inter-personal, influencing and communication skills and an evidenced track record in speaking at events to large audiences.
  • Manage client relationships and ensure satisfactory completion of all deliverables
  • Perform requirements gathering and business analysis
  • Ability to work under pressure and deal with ambiguity
  • Ability to communicate complex concepts in simple terms

What we'll give you...
  • Competitve salary starting at £50,000 or higher depending on experience
  • Flexible benefits package
  • Generous Holiday allowance
  • Pension

Do you want to work for one of the UK's largest Financial Services organisations? Being a part of the Group offers you the opportunity for progression and development so this can be a platform from which to showcase your talent and aspiration for the future.

Lloyds Banking Group is committed to building a workforce which reflects the diversity of the customers and communities we serve, and to building an inclusive environment where all our colleagues can be themselves and succeed on merit. We support the principles of agile working and are happy to consider flexible working arrangements. We're an equal opportunity employer and deeply value diversity within our organisation.

Did you know we've won awards? We've gained industry recognition including Stonewall Top 100 Employer, Top 30 Employer for Working Families, Gold Standard 2014 from the Business Disability Forum and Top 50 Employer for Women.

Does this sounds like a role that you'd like to know more about? Get in touch and let's have a conversation.