Career Opportunities
ACCOUNT EXECUTIVE
Qualifications Needed:
CISI Level 4
Job Description:
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.
EQUITY BROKER
Qualifications Needed:
CISI Level 4
Job Description:
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.
DERIVATIVES BROKER
Qualifications Needed:
CISI Level 4
Job Description:
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.
Chamäleon acknowledges that candidates are considered more attractive with relevant professional qualifications and advise their candidates of this at all time.
Experience has shown that many high calibre clients prefer their employee to possess the Level 4 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 CISI Level 4 qualifications has now become an industry requirement!"