Discretionary Investment Manager
1 month ago
Our client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions.
The role will involve working with some existing clients of the firm and onboarding new clients. Therefore, applicants must enjoy meeting new clients and introducers. The role will also involve research, client reviews, portfolio management, and working closely with colleagues in financial planning. It is a full-service relationship management and investment role.
Applicants must be experienced discretionary investment managers, who enjoy relationship management and making investment decisions. Ideally, you will be level 6 or 7 qualified and you will have the ability to generate £10m of AuM from your own sources with 18 months. This is an excellent opportunity to join an experienced and collegiate team.
-
Discretionary Investment Manager
1 month ago
Surrey, United Kingdom Fram Search Full timeOur client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions. The role will involve working with some existing clients of the firm and...
-
Discretionary Investment Manager
4 weeks ago
Surrey, United Kingdom Fram Search Full timeOur client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions. The role will involve working with some existing clients of the firm and...
-
Discretionary Investment Manager
1 month ago
Surrey, United Kingdom Fram Search Full timeOur client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions. The role will involve working with some existing clients of the firm and...
-
Discretionary Investment Manager
3 weeks ago
Surrey, United Kingdom Fram Search Full timeOur client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions. The role will involve working with some existing clients of the firm and...
-
Discretionary Investment Manager
4 days ago
Surrey, United Kingdom Fram Search Full timeJob DescriptionOur client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions.The role will involve working with some existing clients of the...
-
Discretionary Investment Manager
4 days ago
Surrey, United Kingdom Fram Search Full timeJob Description Our client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions. The role will involve working with some existing clients...
-
Discretionary Investment Manager
2 days ago
Surrey, United Kingdom Fram Search Full timeOur client is a successful discretionary investment manager, which has plans for growth.Please make an application promptly if you are a good match for this role due to high levels of interest.The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy...
-
Discretionary Investment Manager
2 days ago
Surrey Quays, United Kingdom Fram Search Full timeOur client is a successful discretionary investment manager, which has plans for growth.Please make an application promptly if you are a good match for this role due to high levels of interest.The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy...
-
Investment Manager m/f/d
4 weeks ago
Surrey, United Kingdom Fram Search Full timeOur client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions. The role will also involve research, client reviews, portfolio management,...
-
Investment Manager m/f/d
4 days ago
Surrey, United Kingdom Fram Search Full timeJob Description Our client is a successful discretionary investment manager, which has plans for growth. The firm has an experienced team, a focus on HNWI (clients on average have over £1m of investable wealth), and their investment managers have good levels of autonomy over investment decisions. The role will also involve research, client reviews,...
-
Investment Fund Sales Manager
1 week ago
Guildford, Surrey, United Kingdom mbf Full timeWe 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...
-
Investment Fund Sales Manager
4 days ago
Guildford, Surrey, United Kingdom mbf Full timeJob Description 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...
-
Senior Media Investment Manager
2 weeks ago
Surrey, United Kingdom Haleon Full timeHello. We're Haleon. A new world-leading consumer health company. Shaped by all who join us. Together, we're improving everyday health for billions of people. By growing and innovating our global portfolio of category-leading brands - including Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum - through a unique combination of deep human...
-
Senior Media Investment Manager
2 weeks ago
Surrey, United Kingdom Haleon Full timeHello. We're Haleon. A new world-leading consumer health company. Shaped by all who join us. Together, we're improving everyday health for billions of people. By growing and innovating our global portfolio of category-leading brands - including Sensodyne, Panadol, Advil, Voltaren, Theraflu, Otrivin, and Centrum - through a unique combination of deep human...
-
Portfolio Sales Manager
1 week ago
Guildford, Surrey, United Kingdom mbf Full timeWe 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...
-
Portfolio Sales Manager
3 days ago
Guildford, Surrey, United Kingdom mbf Full timeJob Description 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...
-
Associate Investment Director
4 weeks ago
Surrey, United Kingdom Bruin Full timeRef: 36952Associate Investment Director-Fixed Income London, UKOur Client is a global leader in investment management, providing a range of products and services to individuals, institutions, and financial intermediaries. There Fixed Income Investment Directing team in London plays a critical role in managing and expanding the Fixed Income Investment...
-
Business Development Manager
4 weeks ago
Guildford, Surrey, United Kingdom mbf Full timeJob Description Join a leading investment management business at the forefront of innovation and growth. Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored investment solutions. This position will lead new business development with an agreed...
-
Trainee Investment Management Accountant
1 month ago
Leatherhead, Surrey, United Kingdom Austin Rose Associates Full timeTheir consultants can be trusted to only present those individuals whoclosely match our needs, and over the years they have supported us inrecruiting many key hires from Partner level through to trainee as well... Management Accountant - Leatherhead - Top 50 firm * Firm: Leading corporate accountancy practice (Top 50 sized) * Management Accounts and...
-
Senior Ifa Administrator
4 weeks ago
Surrey, United Kingdom Coast Specialist Recruitment Full time**A great new position has arisen within a boutique Wealth Planning firm based in Surrey - hybrid working if preferred - 1/2 days in the office** **Experience and Qualifications** - 5+ years’ experience in an IFA administration role - Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection - Demonstrable experience...