Manage private high net worth client portfolios.Construct bespoke client portfolios.Conducting fundamental, technical and risk analysis and researching UK listed companies in order to recognise over- and under-valued opportunities.Scrutinising markets to predict direction, analysing risk and reward and also conducting technical analysis of the markets.Monitoring newswires for major events that could affect markets and identifying optimal entry levels.Using up-to-date technology to electronically execute trades via DMA platform. Monitoring trades in order to identify the optimal exit point and manage client risk.Monitor monthly performance analysis.Regularly liaising with client, ensuring optimal communication flow at all times and levelsOngoing client and prospect meetings.Liaise with Corporate brokers and identify small cap opportunitiesAnalyse investment opportunities in small cap companiesRecruit brokers, sales team and back office staffConduct quarterly staff appraisalsChair regular board meetingsOversee settlement of shares into client accountsOversee the calculation of broker commission and staff salariesConduct thorough analysis of monthly company profit and lossEnsure company invoices are paid and received in a timely mannerOngoing liaison with compliance department on regulatory issuesOversee advertising and marketing projectsEnsure company operates within budgetIdentify, explore and develop new business opportunities

• Manage a personal private client portfolio c. • Proactively prospecting HNW private clients via junior broker enquiries and ongoing seminars.• Regularly demonstrate Technical trading strategies to investor groups through monthly company seminars.• Proactively marketing trading strategies using both Technical and Fundamental Analysis on a daily basis.• Oversee team of traders ensuring trades are conducted accurately and compliantly.• Regularly conduct ongoing prospective client meetings • Mentor a desk of junior brokers (career development, sales techniques and study material) with full regulatory responsibility for the whole client on-boarding process and trading strategies and idea's.• Ongoing client portfolio analysis and suggesting ways to further increase value.• Work closely with company MD to identify opportunities to generate revenue and minimize principal risk.• Trade Execution• Ensure all prospect contact and client records are input compliantly and accurately.• Conduct Private Client Profiles to establish client investment objectives, risk and trading parameters (KYC).• Liaise closely and directly with all company and client custodians and back office.• Help with educating inexperienced staff members in the complexities of the financial markets

• Manage a personal private client portfolio.• Proactively prospecting HNW private clients via junior broker enquiries and ongoing seminars.• Regularly demonstrate Technical trading strategies to investor groups through monthly company seminars.• Proactively marketing trading strategies using both Technical and Fundamental Analysis on a daily basis.• Oversee team of traders ensuring trades are conducted accurately and compliantly.• Regularly conduct ongoing prospective client meetings • Mentor a desk of junior brokers (career development, sales techniques and study material) with full regulatory responsibility for the whole client on-boarding process and trading strategies and idea's.• Ongoing client portfolio analysis and suggesting ways to further increase value.• Work closely with company MD to identify opportunities to generate revenue and minimize principal risk.• Trade Execution• Ensure all prospect contact and client records are input compliantly and accurately.• Conduct Private Client Profiles to establish client investment objectives, risk and trading parameters (KYC).• Liaise closely and directly with all company and client custodians and back office.• Help with educating inexperienced staff members in the complexities of the financial markets

• Conducting fundamental, technical and risk analysis and researching UK listed companies in order to recognize over- and under-valued opportunities• Scrutinising markets to predict direction, analyzing risk and reward and also conducting technical analysis of the markets in order to buy and sell Futures contracts• Monitoring newswires for major events that could affect markets and identifying optimal entry levels.• Using up-to-date technology to electronically execute trades via DMA platform. • Monitoring trades in order to identify the optimal exit point and to prevent losses.• Monitor monthly performance analysis and log details of all trades.• Regularly liaising with broker, ensuring optimal communication flow at all times and levels, and working under pressure to achieve best possible results.• Demonstrating excellent organizational skills in keeping a detailed trading log, and also showing exceptional time management abilities.