Professionalism Advisor

Part-time / flexible hours (up to 10 hours a week)
Reporting to the Chief Executive


To guide, support and promote the work of the society in meeting its objectives to advance professionalism in the investment sector by:

  • Advocating for and developing professional standards
  • Working with members to express views to policymakers and regulators
  • Informing members and other stakeholders about our views and positions

The CFA Society of the UK (CFA UK) has over 12,000 members who work primarily for investment managers, investment consultants, banks and asset owners. They share a commitment to uphold and promote the highest standards of ethical and professional behaviour.

As the largest UK association of front-office investment professionals, CFA UK has a responsibility to lead and support initiatives designed to raise professional standards. The society’s professionalism adviser will advance and promote the society’s work in this area. The adviser will have assistance from CFA UK staff and the support and guidance of the society’s Board, committee members and chief executive.

In addition to responding to policy and/or regulatory initiatives, the CFA UK is also keen to provide thought leadership relating to professionalism. Tapping our network for feedback on areas of concern, developing research projects and working with opinion-formers to advance the society’s agenda is part of the professionalism adviser’s remit.

To serve in this role, you should have experience of working in the investment profession, an interest in ethics and professionalism and strong organisational and communications skills.

See examples of our position papers and responses to regulators that you will work on.

Responsibilities include:

  • Organising Professionalism Committee meetings, supporting working groups set up by the committee and helping to draft minutes and relevant papers
  • Aiding the Professionalism Committee to identify issues of concern to members
  • Working with the committee to develop responses to consultations and other papers
  • Engaging members in the committee’s work and sourcing member opinion
  • Keeping CFA UK members informed about the Professionalism Committee’s work
  • Working closely with the standards and advocacy staff of CFA Institute, the parent organisation of CFA UK, Participating in CFA Institute EMEA advocacy initiatives
  • Developing effective working relationships with other professional bodies, trade associations, regulators and government departments

Required skills:

Experience as an investment professional; strong communication, networking and interpersonal skills.

To apply:

Please email your CV and covering letter outlining your suitablility for the role.