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- Tasks: Become the go-to expert on investment solutions and support our Sales team.
- Company: Join a dynamic firm that values collaboration and inclusivity.
- Benefits: Competitive salary, professional development, and opportunities to network.
- Why this job: Make an impact by combining your expertise with strong communication skills.
- Qualifications: University degree and experience with financial advisers preferred.
- Other info: Exciting career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an Investment Specialist to join our CIO Office team. In this role, you will act as a trusted expert on our investment solutions, providing deep technical knowledge and clear insights to colleagues, clients, and partners. You’ll collaborate closely with our Sales team to promote solutions, strengthen client relationships, and contribute to business growth. This is a fantastic opportunity for someone who thrives on combining technical expertise with strong communication skills, and who values working in a collaborative, inclusive environment.
What You’ll Do:
- Be the go-to product expert in client presentations, offering clear and confident insights.
- Monitor market developments and share timely updates with colleagues.
- Provide training and ongoing support to Sales teams on investment solutions and markets.
- Contribute to internal investment meetings with market views and client feedback.
- Influence product development by capturing client needs and market trends.
- Collaborate with Marketing, Compliance, and CIO Office to ensure materials are accurate and accessible.
- Handle client communications and documentation with care and precision.
- Partner with Investment Operations to resolve client enquiries effectively.
- Represent the firm at industry events, building networks and uncovering opportunities.
- Support Sales in regional and national events, presenting solutions to IFA firms.
- Liaise with risk rating agencies to facilitate product ratings.
- Assist in preparing investment proposals and schemes.
- Strengthen collaboration with our financial planning department to maximise engagement.
What We’re Looking For:
- A university degree or equivalent professional qualification.
- Experience working with financial advisers and/or networks, with an understanding of their business needs.
- Proven success in supporting Sales teams to win pitches and generate opportunities.
- Strong knowledge of multi-asset solutions and the competitive investment landscape.
- Excellent communication and presentation skills, with the ability to simplify complex information.
Skills That Will Help You Succeed:
- Understanding of trends shaping the IFA market.
- Knowledge of investment products, platforms, and tax wrappers.
- Ability to interpret market trends and competitor positioning.
- Strong influencing skills to engage cross-functional teams and senior stakeholders.
- Analytical and problem-solving skills to address complex challenges.
- Clear and confident written and verbal communication for executive-level reporting and client engagement.
Raymond James is an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.
Investment Specialist employer: Raymond James UK
Contact Detail:
Raymond James UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals at events or online. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Be the expert! Brush up on your knowledge of investment solutions and market trends. When you’re in interviews or networking, share insights that showcase your expertise and passion for the field.
✨Tip Number 3
Practice your pitch! Whether it’s a formal interview or a casual chat, being able to clearly communicate your ideas and experiences is key. Use examples from your past to illustrate your points.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Investment Specialist
Some tips for your application 🫡
Know Your Stuff: Make sure you really understand the investment solutions we offer. Highlight your technical knowledge in your application, as this role is all about being the go-to expert. Show us how you can simplify complex information for clients and colleagues alike.
Tailor Your Application: Don’t just send a generic CV and cover letter. Tailor your application to reflect the specific skills and experiences that match the Investment Specialist role. We want to see how your background aligns with our needs, especially in supporting Sales teams and understanding client requirements.
Showcase Your Communication Skills: Since this role involves a lot of client interaction and presentations, make sure your written application reflects your communication prowess. Use clear, confident language and structure your application well to demonstrate your ability to convey complex ideas simply.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Raymond James UK
✨Know Your Investment Products Inside Out
As an Investment Specialist, you need to be the go-to expert on investment solutions. Make sure you thoroughly understand the products you'll be discussing in the interview. Brush up on multi-asset solutions and current market trends so you can confidently answer any technical questions.
✨Practice Your Presentation Skills
Since you'll be presenting to clients and colleagues, it's crucial to showcase your communication skills during the interview. Prepare a mock presentation on a relevant investment topic and practice simplifying complex information. This will help demonstrate your ability to engage and inform effectively.
✨Stay Updated on Market Developments
Keep an eye on the latest market trends and news leading up to your interview. Being able to discuss recent developments shows that you're proactive and knowledgeable. It also gives you a chance to share insights that could impress your interviewers.
✨Showcase Your Collaborative Spirit
This role involves working closely with various teams, so highlight your experience in collaboration. Share examples of how you've successfully partnered with Sales or Marketing teams in the past. Emphasising your ability to work in an inclusive environment will resonate well with the company's values.
