Position: UK based B2B Financial Advisors Survey
Type: Hourly contract
Compensation: $100 one-time
Location: Remote
Commitment: One time
Role Responsibilities
- Provide accurate financial and client-facing insights based on professional experience
- Record brief audio responses and complete multiple-choice questions
- Submit all materials by the deadline
Requirements
- Currently employed full-time, part-time, or self-employed / business owner
- Currently working in finance or financial services
- Experience in roles such as Financial Advisor, Financial Planner, Investment Adviser, Private Banker, Wealth Manager, Investment Specialist / Strategist
- Experience working in firms such as Private Bank, Retail Bank, Insurance company, Asset manager, Discretionary Fund Manager, Multi-manager / Fund-of-Funds, Single family office / Multi-family office, Fund Platform, Independent Financial Advisers
- Ability to research, select, or recommend funds from multiple asset management providers
- Experience working with a predefined investment platform / approved fund list or open architecture across multiple providers
- Direct experience interfacing with clients to support investment decisions
- May contribute to fund research and due diligence, development of preferred or buy-rated fund lists, portfolio construction or model development
- Involvement in decision-making including full discretion, shared decision-making, or advisory role in portfolio construction and investment selection
Application Process (Takes 20 Mins)
- Upload resume
- Interview (15 min)
- Submit form