Senior Investment Manager – Harrogate
Location: Harrogate | Type: Permanent, Full-Time | Hybrid: 3 days office / 2 days home
Salary: £60,000 – £75,000 + discretionary bonuses (dependent on experience and business development track record)
About the Company
Our client is a well-established, independent investment management firm with a strong local presence in Harrogate and an outstanding reputation for client service. The business forms part of a larger, fast-growing wealth management group offering a full suite of services across the investment and financial planning value chain.
With a dedicated in-house investment team and robust operational support, the firm allows its managers to focus on what truly matters — building strong client relationships and delivering exceptional service.
The Opportunity
This is an excellent opportunity for an experienced and relationship-driven Senior Investment Manager to join a highly regarded firm.
You’ll take over a local client bank while also being encouraged to grow your portfolio through referrals, internal and external networking, and new business development.
This position focuses on client engagement and relationship management rather than portfolio construction or stock selection. You’ll work alongside a central investment team who handle portfolio decisions, while you concentrate on understanding client needs, communicating the company’s investment proposition, and ensuring long-term satisfaction.
Key Responsibilities
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Manage and nurture relationships with an existing book of local private clients.
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Present and explain the firm’s investment proposition clearly and confidently.
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Develop new business opportunities through referrals, networking, and professional connections.
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Act as the main point of contact for clients, ensuring exceptional service delivery and communication.
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Collaborate closely with internal investment and operations teams to support client onboarding and servicing.
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Maintain the highest standards of compliance, integrity, and professionalism.
About You
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Minimum 5 years’ experience in investment management, wealth management, or private client relationship management.
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Strong client relationship and business development skills.
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Excellent communication and presentation abilities.
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Commercially minded, proactive, and self-motivated.
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CISI Level 6 (or equivalent) qualification required; additional qualifications such as CFA / Chartered Wealth Manager advantageous.
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A genuine interest in financial markets and a passion for client service.
What’s on Offer
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£60,000 – £75,000 base salary (DOE)
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Discretionary performance-related bonus
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Hybrid working: 3 days in the office / 2 days from home
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25 days annual leave + bank holidays
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Private medical insurance, life cover, and income protection
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6% employer pension contribution
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Funded professional development
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Employee Assistance Programme and staff benefits platform
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2 days paid leave for voluntary work
Apply Now
If you’re an experienced investment professional who thrives on client interaction and business growth — and you’re looking to join a respected, expanding firm in Harrogate — we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
