Job Decription:
Our Client is a registered charity that works to create greater value for charities and social enterprise. They do this by transforming the way donations are made and the way charitable funds are managed.
Their Client Relations team are seeking an experienced, highly motivated ‘self-starter’ to increase the take up of the range of services that they offer to existing and potential new charity clients. The role will have a particular emphasis on their investment offerings including single and multi asset funds managed by third party fund managers.
The role blends proactively seeking new charity accounts/investments with maintaining and developing existing client relationships, using a professional and consultative approach.
Previous experience of working with charities within the Financial Sector is preferred as well as knowledge or qualifications in advising or selling investment products specifically. Candidates with (or studying towards) full CII Certificate in Financial Planning or similar would be beneficial. Knowledge of the charitable sector is desirable.
They operate within a regulatory framework and the successful candidate will be required to meet with the standards of an approved role by FSA.
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