Short Company Profile:
Established in 2012, the Beaufort Group of Companies is a leading provider of retail financial services advice and products. With offices throughout the UK, the Group delivers high-quality financial planning and investment services through its subsidiaries, Beaufort Financial and YOU Asset Management (YOU).
Inspired by clients, YOU is an award-winning discretionary fund management firm with a 16-year track record and over £1.3billion in funds under management on behalf of private investors, trusts, charities, and corporate bodies. The firm offers a series of Active, Income, Enhanced Passive and Ethical Model Portfolios as well as its own Multi-Asset Blend Funds.
Role Responsibilities, Principal Objectives & TCF
Competenticies and behaviours required
Communication: Ability to communicate with all levels of the organisation, including Directors, Senior Management, internal & external partners, Advisers and support staff. High level of attention to written communications and numerical detail.
Teamwork: Ability to work well with others across multiple departments.
Problem solving: Highlighting and pre-empting problems and offering solutions proactively.
Planning & organising: According to the priorities given and meeting various internal and regulatory deadlines.
Knowledge of the following highly beneficial:
Software – Microsoft Windows, iOS and Android Operating System Microsoft Office (particularly Word and Excel), Microsoft CRM Dynamics, Intelligent Office
Hardware – PC and Laptop, Tablet, Mobile, Telephony (Samsung Officeserv)
The job holder should either hold the completed Chartered Insurance Institutes, Diploma in Regulated Financial Planning or the Chartered Institute for Securities & Investment, Investment Operations Certificate or equivalent qualification e.g., IOC. Alternatively, a candidate must be willing to sit the required examination within twelve months of a successful application. Ability to identify learning gaps in self and suggest solutions to fill those gaps.
Minimum five years’ experience in the financial services industry. Trading experience preferred. Direct equity and OEICs trading experience favourable, but not essential.