Current vacancies at Beaufort


Current Vacancies

Investment Adviser (London)

We are seeking experienced Investment Advisers to join our Wealth Management team in providing a high quality, personal service to both private and corporate clients.

Key responsibilities:

  • Explaining and promoting the services available, establishing new portfolios and nurturing the development of client relationships;
  • Conducting reviews of clients’ current portfolios, analysing information and designing financial strategies to support clients’ objectives;
  • Producing suitability reports/letters;
  • Providing clients with information relating to both new and existing services;
  • Managing client relationships via regular phone contact, written communications, face to face meetings and reports;
  • Responsible for delivering agreed client service levels and within budget;
  • Negotiating competitive terms with product suppliers and liaising with them in relation to day to day consultancy issues;
  • Maintaining detailed records in accordance with FSA regulations and internal procedures;
  • Peer reviewing colleagues’ work, as required;
  • Monitoring time costs and commission receipts;
  • Issuing invoices and supporting client billing procedures;
  • Liaising with internal and external research and strategy departments.

The above is intended to describe the general nature and responsibilities of the role and is not intended to be an exhaustive list of all duties or responsibilities of employees in this role.

View the full job description for this role.

To apply please submit your CV along with a and covering letter to [email protected]. Please note that we will not accept CVs or speculative enquiries from recruitment agencies.

New Account Executive (London)

The successful New Account Executive will join our newly formed sales team that closely supports our busy Stock Broking department.

Previous Telesales experience within a financial based environment preferred, however all sales industry backgrounds will be considered.

The ideal candidate will have proven track record in target driven sales, have excellent communication skills, first class customer service and after sales customer care skills; will be confident, self motivated with great interest in the financial markets.

As the New Account Executive you will join, and will be an integral part the Stock Broking Team and your responsibilities will include:

  • Contacting potential leads via telephone and marketing the Company’s services through warm and cold leads
  • Identifying potential clients
  • Opening and processing new accounts
  • Responding to all client queries in a timely manner
  • Always acting in accordance with regulatory requirements
  • Constantly improving knowledge of the investment market and relevant legislations
  • Participating in morning meetings
  • Partaking in ad hoc campaigns when required

Salary: £15,000 + Bonus incentives on accounts opened, with the potential for successful New Account Executives to be trained up to become a Broker

View the full job description for this role.

To apply please submit your CV and covering letter to [email protected]

Apply Now

We are always interested in hearing from talented candidates, so if you are interested in working at Beaufort Securities, please email a covering letter and your CV to [email protected] or send them to us at the address below:

Human Resources


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