Are you a business? Hire cisi candidates in Watford
Relevant financial qualifications (e.g., CISI, CII, or equivalent). * Proven experience as a Financial Adviser (2 years +) * Strong knowledge of financial analysis techniques and methodologies
Hold a Chartered certificate and be regulated by the FCA to give financial advice (e.g., CFA, CISI). * Significant experience providing financial advice to sophisticated High Net Worth (HNW) and UHNW ...
Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA). Experience, Skills & Competencies * Relevant experience in the investment ...
Level 4 Financial Advice Diploma (CII, CISI, LIBF) 5+ years experience advising HNW private wealth client Strong presentation skills Proven track record of onboarding new clients If you are a driven ...
Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable. * 3+ years of financial services experience. * Strong organisational and time ...
Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable * 2+ years Paraplanning experience required * Ability to work under pressure and in a ...
Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable * 3+ years financial services experience required * Experience working with accuracy ...