Current jobs related to Investment Manager - Bristol - J.M. Finn & Co. Ltd
-
Investment Executive
3 weeks ago
Bristol, United Kingdom Heat Recruitment Full time €100,000Investment Director - Private Clients Basic up to £100,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment Director to assist with the continued development of the company across the South West, based out of Bristol. Your focus will be a combination of maintain existing client...
-
Investment Executive
2 weeks ago
Bristol, United Kingdom Heat Recruitment Full time €100,000Investment Director - Private Clients Basic up to £100,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment Director to assist with the continued development of the company across the South West, based out of Bristol. Your focus will be a combination of maintain existing client...
-
Investment Management Graduate
3 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Bristol.As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and...
-
Investment Management Graduate
3 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Bristol.As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and...
-
Director - Investment Manager
4 months ago
Bristol, United Kingdom Heat Recruitment Full time €100,000Investment Managers/Directors Bristol/Bath/Taunton/Gloucester Basic up to £100,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment Director to assist with the continued development of the company based out of the Bristol. Your focus will be on the development of additional...
-
Director - Investment Manager
4 months ago
Bristol, United Kingdom Heat Recruitment Full time €100,000Investment Managers/Directors Bristol/Bath/Taunton/Gloucester Basic up to £100,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment Director to assist with the continued development of the company based out of the Bristol. Your focus will be on the development of additional...
-
Investment Risk Manager
5 days ago
Bristol, Bristol, United Kingdom Aviva Full timeInvestment Risk Senior ManagerAbout the Role:We are seeking an experienced Investment Risk Senior Manager to join our team and contribute to the development of our investment risk oversight function. As a key member of our risk management team, you will be responsible for reviewing and challenging the management of exposure to credit and investment risk,...
-
Investment Risk Manager
5 days ago
Bristol, Bristol, United Kingdom Aviva Full timeInvestment Risk Senior ManagerAbout the Role:We are seeking an experienced Investment Risk Senior Manager to join our team and contribute to the development of our investment risk oversight function. As a key member of our risk management team, you will be responsible for reviewing and challenging the management of exposure to credit and investment risk,...
-
Investment Management Graduate
5 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Full time{"title": "Investment Management Graduate Programme", "subtitle": "Join our team of professionals in Investment Management", "content": "Evelyn Partners is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.We believe that expert guidance should...
-
Investment Management Graduate
5 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Full time{"title": "Investment Management Graduate Programme", "subtitle": "Join our team of professionals in Investment Management", "content": "Evelyn Partners is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.We believe that expert guidance should...
-
Investment Management Graduate
5 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is at the heart of everything we do.Our Investment Management TeamWe believe that expert guidance should be accessible to all, and we're...
-
Investment Management Graduate
5 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is at the heart of everything we do.Our Investment Management TeamWe believe that expert guidance should be accessible to all, and we're...
-
Investment Management Graduate
3 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is unwavering, and we believe that expert guidance should be accessible to all.Our Investment Management TeamOur Investment Management...
-
Investment Management Graduate
4 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to helping individuals and businesses achieve better outcomes is unwavering, and we believe that expert guidance should be accessible to all.Our Investment Management TeamOur Investment Management...
-
Investment Management Graduate
5 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Bristol.As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with portfolio reviews, undertaking analysis of companies and collective...
-
Investment Management Graduate
5 days ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Bristol.As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with portfolio reviews, undertaking analysis of companies and collective...
-
Investment Risk Manager
1 week ago
Bristol, Bristol, United Kingdom Aviva Full timeAbout the RoleWe are seeking an experienced Investment Risk Senior Manager to join our team at Aviva. As a key member of our Risk Oversight team, you will play a critical role in ensuring the effective management of investment risk across our business.Key ResponsibilitiesReview and challenge the management of investment risk, including credit and liquidity...
-
Investment Risk Manager
1 week ago
Bristol, Bristol, United Kingdom Aviva Full timeAbout the RoleWe are seeking an experienced Investment Risk Senior Manager to join our team at Aviva. As a key member of our Risk Oversight team, you will play a critical role in ensuring the effective management of investment risk across our business.Key ResponsibilitiesReview and challenge the management of investment risk, including credit and liquidity...
-
Investment Management Associate
3 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment Management AssociateWe are seeking a highly motivated and ambitious individual to join our Investment Management team as an Associate. As a key member of our team, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and collective investment schemes, and drafting client...
-
Investment Management Associate
3 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeInvestment Management AssociateWe are seeking a highly motivated and ambitious individual to join our Investment Management team as an Associate. As a key member of our team, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and collective investment schemes, and drafting client...
Investment Manager
4 months ago
Investment Manager
Department: Investment Management
Employment Type: Full Time
Location: Bury St Edmunds
Reporting To: Investment Director
DescriptionSupport Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client’s specified investment strategy.
Key ResponsibilitiesClient Management
- Manage discretionary portfolios to meet the client’s specified investment strategy. Make investment recommendations to Managed Advisory clients
- Provide investment advice and make transaction recommendations for Execution with Advice clients in line with their investment strategy and requirements
- Carry out ongoing, regular reviews of client portfolios to ensure they remain suitable, appropriate and remain in line with the clients’ investment requirements.
- Ensure that client communications and reporting obligations, including valuations and portfolio reviews, are completed and dispatched in a timely manner
- Carry out regular meetings with clients to ensure that stated investment objectives are relevant, and ensure that the client files are updated as appropriate.
- Be a point of contact for clients in relation to their investments
- Ensure that clients are kept abreast of the impact of market developments on their portfolios
- Undertake or oversee all aspects of administration relating to clients for whom they have responsibility, ensuring that tasks are carried out to a high quality
Business Development and Marketing
- Establish and maintain strong links with intermediaries, generating and pursuing business development opportunities and progressing leads
- Generate new business from existing clients
- Engage in marketing activities and organised client functions
- Contribute to the generation of ideas for sponsorship, client functions and brand awareness
- Promote the JM Finn brand at external events and conferences
- Preferably educated to degree level
- Passed the CISI IAD or equivalent RDR compliant qualification
- Holder of the CISI Diploma, CISI Chartered Wealth Management Qualification or equivalent qualification
- Holder of a Statement of Professional Standing (SPS) and demonstrating a commitment to ongoing compliance with the obligations of an SPS Holder including meeting annual evidential CPD requirements
- Demonstrable experience of at least 4 years relevant experience
- Analytical and numerate
- Well organised
- Customer facing
- Good written and verbal communication skills
- Computer literate
