Investment Manager

Recruit UK
Poole, UK
Closing date
11 Feb 2021

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Contract Type

Job Details

Job Title: Investment Manager

Industry: Wealth Management

Location: Poole

Salary: circa £60,000 (dependent on experience)

Job reference: 15068

Job Description:

Recruit UK are working on an excellent opportunity for an Investment Manager to join a Wealth Management practice in Poole.

Our client is a successful financial services firm with a prestigious wealth management division. This company has offices throughout the UK providing wealth advice to private clients, charities and trusts.

From their office in Poole they are looking to recruit an experienced Investment Manager to work closely with the investment management team to provide expert advice to clients throughout the region.

The main responsibilities will include helping clients protect and grow their wealth through discretionary investment management which is at the core of what our client does. Additionally, it will be key for you to develop relationships with new and existing clients (and advisers) both locally and across the region.

Our client will provide support from their investment teams across the country including in-house research and the Investment Manager will manage the client portfolios adhering to the company's investment philosophy.

  • Competitive salary of circa £60,000 (dependent on experience)
  • Bonus and benefits inc pension
  • Back office/compliance support

Skills and experience required:
  • Suitable experience within a similar role.
  • Has attained CISI Level 6 and has maintained SPS (statement of professional standing).
  • The ability to clearly explain to clients why changes to their portfolio may better suit their investment objectives.
  • Confident writing skills for client reporting, valuations, and research material.
  • Will have excellent presentation skills.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management practice based in Poole on an Investment Manager role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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