Description
Help shape the future of investment governance by partnering with financial advisers to build tailored, evidence-based investment propositions.
Role Overview:
Omni Invest is an evolving, consultative investment governance and distribution function within Fintel, designed to support financial advisers with research, insight and robust investment decision-making.
This is a growth-focused, field-based role where you will work closely with advisers to understand their businesses and help shape propositions around their needs. With the proposition still in its early stages, you’ll play a key role in influencing its direction through feedback, collaboration and market engagement.
What you'll do
- Build and develop strong, trust-based relationships with financial advisers across the Midlands and South
- Take a consultative approach to understand adviser businesses, their ...