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Join the Edgewater team today!

The individual should have a thorough understanding of relevant financial products, the ability to assess suitability according to customer risk tolerance, a good awareness of Isle of Man tax associated with investment activities, a thorough understanding of regulatory requirements with regards to investment advice, and a minimum of 3 years relevant recent experience.

The successful applicant must be ‘Level 4’ qualified and hold the Chartered Insurance Institute Certificate in Pension Transfer Advice (or equivalent qualification), having the following credits:

– (R01) Financial services, regulation and ethics

– (R02) Investment principles and risks

– (R04) Pensions and retirement planning

– (AF7) Pension transfer advice

For more information on this exciting opportunity, please contact Gillian Dick or Lexie Brennan by e-mail at

A full job description is available at the following link: JD IFA Sept 2018