Investment Manager

3 weeks ago


Guildford, Surrey, United Kingdom Synchronicity Group Full time
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.

This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one. There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field. The wider group offers a range of services to individual and corporate clients and there is ample opportunity for internal referrrals.

You will provide personalised investment advice and discretionary portfolio management to clients, working in partnership with Financial Planning colleagues to develop relationships.

Skills and QualificationsCISI Level 6 or above qualified Investment Manager (aspiring for Level 7), or CFA Chartered.Experience of managing discretionary investment portfolios and delivering investment advice, including experience of remodelling newly acquired portfoliosKnowledge of Financial Planning and client advice, plus knowledge of complex and higher risk advice areas.In-depth understanding of financial markets/risk management techniques/regulatory requirement.Experience of leading pitches and winnning new business
This is a hybrid role with typically 3 days a week in the office.

An excellent bonus scheme is on offer, directly related to revenue generated as well as discretionary general performance.

  • Wealth Manager

    3 days ago


    Guildford, Surrey, United Kingdom Coutts Full time

    Join us as a Wealth ManagerWe'll look to you to deliver exceptional client service while delivering profitable and sustainable business growthYou'll be managing the investment needs of private banking clients and providing suitable wealth management adviceIn return, you'll achieve excellent exposure and gain the opportunity to make a real impact with your...


  • Guildford, Surrey, United Kingdom Electronic Arts Full time

    Work model: hybrid - 3 days per week in our Guildford officeOur TeamThe Social Impact team plays for a better tomorrow through strategic investment of EA's resources–people, products, philanthropy, and partnerships–to make a positive impact in the communities where we live, work, and play. We create value for the enterprise and strengthen EA's brand by...


  • Guildford, Surrey, United Kingdom Sterling Cross Ltd Full time

    A leading Surrey hospital for elective healthcare services is now looking for an experienced Pharmacy Manager with a clinical background to lead their pharmacy department as the Pharmacy Clinical Services Manager (Pharmacy CSM) . Fully "Good"-rated by the CQC, the hospital offers independent medical and surgical care across diverse clinical specialties to...

  • Finance Manager

    2 hours ago


    Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    Your new company You will be joining an international manufacturing organisation who have recently gained investment to significantly grow their business activities. Your new role This key role, which reports into the Head of Finance to see you take responsibility for the business partnering across the Operations. You will partner closely with manufacturing,...


  • Guildford, Surrey, United Kingdom BDO UK Full time

    Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine – ambitious, entrepreneurially-spirited and high‐growth businesses that fuel the economy - and directly advise...


  • Guildford, Surrey, United Kingdom Electronic Arts Full time

    Global Media Manager, Battlefield - London/GuildfordThis role will be Hybrid to our Guildford officeThe future of entertainment is interactive, and our Marketing team plays an important role in this future by building content, culture, and community around our brands. We empower audiences to Play, Create, Watch, and Connect across our amazing franchises and...


  • Guildford, Surrey, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office.This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments.Responsibilities will...

  • Corporate Associate

    19 hours ago


    Guildford, Surrey, United Kingdom Douglas Scott Legal Recruitment Full time

    Our client is offering a fantastic opportunity to join one of the top corporate practices in the South East outside London. The firm is seeking experineced Corporate Associates for its award winning Guildford office.You'll be part of a dynamic corporate team comprising eight partners and around 30 other lawyers, handling a diverse range of high-quality...

  • Theatre Practitioner

    20 hours ago


    Guildford, Surrey, United Kingdom Resourcing Group Full time

    Join a leading provider of independent healthcare services in Guildford. They are proud to be recognized as one of the UKs top 5 best big companies to work for and top 5 in the health and social care sector. As a Theatre Practitioner - Anaesthetics, you will be an integral part of the Theatre department, contributing to quality care across a range of...


  • Guildford, Surrey, United Kingdom BDO UK Full time

    Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine – ambitious, entrepreneurially-spirited, and high‐growth businesses that fuel the economy - and directly advise...


  • Guildford, Surrey, United Kingdom JMC Legal Recruitment Full time

    Are you a City Lawyer looking to make the move to a more work-life balance regional firm? Perhaps if you are a regional lawyer looking to make a step up to a leading practice? Either way, if you are looking to join a Tier 1 Private Wealth team who offer flexibility, market-leading salaries, and HNW / UHNW work - this is the opportunity for youThe FirmThe...


  • Guildford, Surrey, United Kingdom JMC Legal Recruitment Full time

    This legal 500 ranked firm are looking for a Professional Support Lawyer to support their Commercial Litigation team based in Guildford, Surrey.The Firm...The firm is one of the largest most Nationally recognised choices outside London, and has a client base to rival most City firms. Renowned for excellent client testimonials and establishing deep...


  • Guildford, Surrey, United Kingdom JMC Legal Recruitment Full time

    This is an exceptionally unique opportunity to join a Tier 1 Corporate practice outside of the city. This firm are looking for a Corporate PSL to join their leading team based in Guildford, Surrey ( with home working options).The FirmThe firm is one of the largest most Nationally recognised choices outside London, and has a client base to rival most City...


  • Guildford, Surrey, United Kingdom Electronic Arts Full time

    EU Sr Media Planner, Games - London/Guildford The future of entertainment is interactive, and our Marketing team plays an important role in this future by building content, culture, and community around our brands. We empower audiences to Play, Create, Watch, and Connect across our amazing franchises and experiences, including The Sims, Madden NFL, EA SPORTS...

  • Full Time Key Leader

    19 hours ago


    Guildford, Surrey, United Kingdom LULULEMON Full time

    Who We Are: lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, connecting, and being well. We owe our success to our innovative product, emphasis...


  • Guildford, Surrey, United Kingdom RSM Full time

    As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to...


  • Guildford, Surrey, United Kingdom RSM Full time

    As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to...

  • Investment Manager

    3 weeks ago


    Guildford, United Kingdom Synchronicity Group Full time

    Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team. This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day...

  • Investment Manager

    4 days ago


    Guildford, United Kingdom mbf. Full time

    Investment Manager - Guildford - Leading Wealth Management Organisation We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment Manager...

  • Investment Manager

    3 days ago


    Guildford, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationWe are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment Manager...

  • Investment Manager

    3 days ago


    Guildford, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationWe are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment Manager...

  • Investment Manager

    2 days ago


    Guildford, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationMake sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment...

  • Investment Manager

    16 hours ago


    Guildford, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationMake sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.We are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment...

  • Investment Manager

    3 days ago


    Guildford, United Kingdom mbf Full time

    Investment Manager - Guildford - Leading Wealth Management OrganisationWe are currently working with one of the UK's leading Wealth & Investment Management organisations who are looking to recruit an experienced Investment Manager to service and develop an existing book of clients. The role will work alongside a very successful & senior Investment Manager...

  • Investment Manager

    1 day ago


    Guildford, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Guildford, United Kingdom Professional Placement (Southern) Ltd Full time

    A new and exciting opportunity has come about for an ambitious individual who is looking to start a career in the Investments Sector. - This is a Hybrid role, Monday to Friday. You will be working alongside an experienced & positive advisory team with plenty of support to develop your career within the business if you are looking for a development...


  • Guildford, United Kingdom mbf. Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its...


  • Guildford, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...


  • Guildford, United Kingdom mbf Full time

    Job DescriptionWe are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for...


  • Guildford, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Our client is a prominent Investment Management company specialising in...


  • Guildford, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...


  • Guildford, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.Our client is a prominent Investment Management company specialising in...


  • Guildford, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation.Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...


  • Guildford, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Kingdom. With a rich history dating back 15 years this business has built a strong reputation for its innovative...


  • Guildford, United Kingdom Lloyd Recruitment Services - Epsom Full time

    **Investment Management Service Administrator** **Based: Guildford area** **Salary: To £25k + benefits** Lloyd Recruitment are delighted to be recruiting for a highly professional, well established financial services organisation that seek an analytically minded Administrator to join their Investment department. The role is heavily administrative...


  • Guildford, Surrey, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required. Our client is a prominent Investment Management company specialising in...


  • Guildford, Surrey, United Kingdom mbf Full time

    We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required. Our client is a prominent Investment Management company specialising in...