Investment Advisor job in Glasgow at Barclays Corporate

Investment Advisor

Company: Barclays Corporate

Location: Glasgow UK

Date Posted:Mar 09, 2017

Investment AdvisorAs a Barclays Investment Advisor you will offer investment advice to current Barclays Wealth & Investment Management clients within the Barclays Personal Investment Management segment. You will be supported by dedicated experts from across the firm. This access and support represents a unique opportunity for you as an established Investment Advisors to develop your career within the fastest growing Wealth Manager in the country.About us:As a leading global wealth and investment manager, Barclays provides international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients across the world. Additionally our clients benefit from access to the breadth of personal, corporate and investment banking expertise across Barclays, one of the largest financial services groups in the world.Barclays Premier banking is a key personal banking segment within Barclays UK that delivers the best of Barclays to circa 1 million qualifying affluent customers in the UK & Internationally through the provision of carefully selected benefits, rewards and personalised service. Premier Global Clients is designed for clients who maintain at least £100,000 or currency equivalent of investable assets.As an Investment Advisor, your main responsibilities will involve:*Working closely with Investment Service Managers to provide an advice-led solution to existing clients.*Guiding customers through the investment and financial planning solutions available through Barclays.*Establishing thorough client plans, reacting to and developing new opportunities from client contacts, ensuring appropriate provision of products and services both directly and via product specialists *Taking responsibility for taking clients through an on-going risk profiling process to ensure the chosen portfolio meets their risk appetite and is best placed to assist them in achieving their financial goals.*Maintaining and developing client relationships and provide investment advice within the UK regulatory framework*Identifying, developing and securing new client relationships through referrals from the Relationship Managers*Contribution to idea generation, product development and the ongoing enhancement of the investment propositionAs an Investment Advisor, your skills and qualifications will include:*An in-depth understanding and experience of the Financial Services Industry, particularly in the areas of regulated financial planning specialising in Investments, Pensions and Estates and Trusts*Understanding the risks associated with financial planning; in particular, the relationship between customer attitudes to risk and the suitability of financial solutions recommended, and the ability to demonstrate integrity and adherence to compliance policies and procedures *Providing a proactive bespoke service as agreed with clients, which requires strong communication and influencing skills (both written and spoken) with the ability to compile highly developed presentations, recommendations and review reports with a view delivering to clients personally*Being of graduate calibre with the appropriate investment qualifications - RDR (Retail Distribution Review) level 4 minimum requiredThe Benefits:Our customers deserve the best. The same goes for our people. That's why at Barclays you'll receive a range of benefits including a competitive salary, flexible hours and all the tools, technology and support to help you become the very best you can be.Our Culture:Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it.Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.Diversity:At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation.On the move? Download our jobs app 'Barclays Jobs'We will consider applications from job share applicantsWe encourage applicants to apply as early as possible in the recruitment period. Barclays recruitment periods can and may vary. We reserve the right to remove this advert during the recruitment process. View full job description
JobCentre Plus 2 years ago
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