Investment Manager

We are seeking a highly qualified and motivated Investment Manager to join a local investments firm. This is an exciting opportunity for a talented individual with a background in investment management and a strong desire to develop within a high-performing, client-focused environment.

In this role, the individual will support Investment Directors with the management and development of client portfolios, while also taking ownership of a selection of portfolios. The successful candidate will play a crucial role in delivering excellent client outcomes by understanding clients’ personal and financial circumstances, investment goals, and risk appetite. They will build relationships with clients and professional advisers to support business growth, while ensuring regulatory suitability standards are met through regular, real-time engagement.

The ideal candidate will be at least CISI IAD (Level 4) qualified, with CISI PCIAM (Level 6) and appropriate gap fill, or CFA qualified. They will bring experience in portfolio management and a solid understanding of client administration processes. We’re looking for someone with a keen sense of risk awareness, who understands the importance of compliance and ethical practice.

If you are ready to take the next step in your investment management career and want to be part of a team where client care, professionalism, and growth are at the core, we’d love to hear from you.

More information about this role is available upon request – contact the team today for further details.