Portfolio Advisor

We are seeking a motivated Portfolio Advisor to join our team in Portsmouth. In this role, you will be responsible for guiding clients in managing their investment portfolios while ensuring the alignment of their financial goals with our strategic insights. As a critical member of our financial advisory team, you will leverage your expertise in market analysis and investment strategies to provide exceptional service.

Category: Finance and Accounting - Investment Banking
Full Time

• £40,000 - £60,000 / Year

Closing Date: 2025-01-07
Location: Portsmouth

• Guarantee compliance with all regulatory requirements and company policies in investment recommendations.
• Build a robust pipeline of potential clients through networking and marketing strategies.
• Prepare detailed reports on portfolio performance and market trends for client presentations.
• Mentor junior advisors and contribute to team development initiatives.

• Bachelor's degree in Finance, Economics, or related field
• Master's degree or relevant professional certification is preferred
• Investment Analysis Deep understanding of investment analysis methods and techniques.
• Financial Modelling Proficient in creating financial models to project investment performance.
• Market Research Extensive experience in conducting market research and competitive analysis.
• Communication Exceptional verbal and written communication skills for client interactions.
• Analytical Thinking Ability to analyse complex financial data and derive actionable insights.
• Certified Financial Planner (CFP)
• Chartered Financial Analyst (CFA)
• English (Fluent)

• Proficiency in Financial Software: Hands-on experience with financial modelling software and portfolio management tools.
• Strong Networking Skills: Ability to build connections within the finance community.

• Attractive salary package with performance bonuses
• Full health and wellness benefits
• Pension contributions matched by the company
• Work-from-home flexibility and hybrid working model
• Continuous training and development support

• Innovation at our Core: We encourage innovative thinking and creativity to drive our success.
• Client-Centric Approach: Our clients are at the heart of everything we do; we strive to meet their unique needs.
• Integrity and Transparency: We uphold the highest standards of integrity and transparency in all dealings.

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