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Investment Manager

  • Kent
  • Permanent
  • £50,000 - £100,000

Job details.

Job Opportunity: Investment Manager

Location: Folkestone, Kent

Company:

Our client is a prominent Wealth Management business with a strong presence in Folkestone, Kent. With a track record of excellence and a dedicated team, they specialise in providing comprehensive financial solutions to their valued clients.

Currently, they are seeking an experienced and qualified Investment Manager to lead their discretionary management service, overseeing approximately £500 million in client assets spread across 11 portfolios.

Position Overview:

As an Investment Manager, you will play a pivotal role in the Wealth Management team, taking charge of their discretionary management service. This service, established five years ago, has matured into a substantial asset base, prompting the business to now bring the associated permissions in-house. This unique role will encompass both Investment Management and Investment Research responsibilities, allowing you to shape investment strategies while also contributing to our ongoing research efforts.

Key Responsibilities:

  • Lead the discretionary management service, steering the direction of investment strategies and ensuring the continued growth and protection of client assets.
  • Oversee and manage a diverse range of portfolios totalling around £500 million in value.
  • Collaborate closely with the team to conduct in-depth investment research, identifying opportunities and assessing potential risks to guide decision-making.
  • Develop and implement portfolio construction strategies that align with our clients' financial goals and risk profiles.
  • Stay up-to-date with market trends, economic indicators, and relevant regulatory changes to inform investment strategies.
  • Cultivate strong relationships with clients, addressing their investment needs and providing comprehensive guidance.

Requirements:

  • Minimum Level 4 qualification in relevant financial services (e.g., CISI Level 4 Investment Advice Diploma).
  • Valid permissions to manage investment funds, demonstrating a solid understanding of regulatory compliance.
  • Proven experience in managing investment funds, ideally within a similar Wealth Management or Financial Advisory context.
  • Proficiency in portfolio construction, asset allocation, and risk management techniques.
  • Strong analytical skills and the ability to perform thorough investment research.
  • Excellent interpersonal and communication skills, enabling you to collaborate effectively with clients and team members.
  • A strategic mindset with the capacity to make informed decisions that align with client objectives and market trends.

What We Offer:

  • An exciting opportunity to lead a well-established discretionary management service with significant assets under management.
  • A dynamic and collaborative work environment, fostering professional growth and development.
  • Competitive compensation package commensurate with experience and qualifications.
  • The chance to contribute to investment research and shape the future of our investment strategies.

Package will be dependant on skills & experience

· £50,000 - £100,000, Annual Bonus, Benefits

If you are a skilled and qualified Investment Manager seeking a new challenge within a reputable Wealth Management organization, we encourage you to apply. Join us in playing a pivotal role in managing and growing our clients' wealth while contributing to our ongoing success.

Sector:

  1. Financial Services
  2. Asset & Investment Management

Benjamin Holmes

Founder & Key Account Manager

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