Investment Specialist

Consult

Worcester

Company Description

Consult is a well-respected financial planning and advisory business with a national footprint and R30 billion in assets under advice. We offer financial planning and advice solutions, as well as bespoke investment management services to our clients and their businesses. Our team has extensive experience in financial planning and advice, wealth management, and the development and distribution of product solutions. Our culture ensures that we are aligned to and invested in our clients’ success. We are an Authorized Financial Services Provider (FSP 5503) and proud to be part of Momentum Metropolitan Holdings Limited.

Role Description

This is a full-time hybrid role for an Investment Specialist located in Worcester with flexibility for some remote work. The Investment Specialist will be responsible for managing investment portfolios, creating investment strategies, analyzing financial data, and researching potential investment opportunities. Additionally, they will... More Detail

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