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Account Executive
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Qualifications Needed:
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Unit 1 (Regulations) + Unit 8 (Investment & Risk)
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Job Description:
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If the sales industry is your forte but you are not yet qualified, or do not have
the relevant experience then this is the position for you. It is the best form of
hands on experience available. It helps provide an insight into the financial markets,
whilst studying for your exams. General duties include cold calling potential clients
with a view of opening new client accounts, identifying and maintaining client suitability
at all times. Not only is this a common stepping stone into this industry, but also
helps to improve candidate communication skills.
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Equity Broker
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Qualifications Needed:
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Unit 1 (Regulations) + Unit 8 (Investment & Risk) + Unit 2 (Securities)
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Job Description:
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Being in control of a customer finances comes with it great responsibility. Candidates
are required to service clients’ needs and offer advice on their investments. The
requirement of a ‘fit and proper’ individual is essential to guidance notes set
out by the FSA. Candidates must maintain appropriate compliance procedures at all
times. Starting salaries are relatively low, but earning capabilities are unlimited
as commissions are also paid in Equity Broking positions.
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Derivatives Broker
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Qualifications Needed:
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Unit 1 (Regulations) + Unit 8 (Investment & Risk) + Unit 3 (Derivatives)
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Job Description:
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Very similar to Equity Brokers, these positions focus on derivative traded products
as opposed to traditional equity investments. As traditional Equity Brokers, being
in control of a customer finances comes with it great responsibility. Candidates
are required to service clients’ needs and offer advice on their investments. The
requirement of a ‘fit and proper’ individual is essential to guidance notes set
out by the FSA. Candidates must maintain appropriate compliance procedures at all
times. Starting salaries are relatively low, but earning capabilities are unlimited
as commissions are also paid in Equity Broking positions.
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Other CF30 Related Roles
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Qualifications Needed:
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Unit 1 (Regulations) + Unit 8 (Investment & Risk) + Unit 2 (Securities)
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Job Description:
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The CF30 qualification is not just a requirement for broking, banking, investment
and other front office positions. Many clients prefer their employees to posses
this qualification, regardless of their employment position. Whilst the CF30 qualification
enables individuals to give investment advice, it also provides employees added
attributes when considered for new positions and possible promotion.
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Chamäleon acknowledges that candidates are considered
more attractive with the CF30 qualification and advise their candidates of this
at all time.
Experience has shown that many high calibre clients prefer their employee to possess
the CF30 skill set, whether they are employed in front office broking positions
or purely as back and middle office staff – secretarial, settlements and front office
support positions.
The CF30 qualification is soon to become an industry requirement!
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