Investment Manager
1 month 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
-
Investment Administrator
4 weeks ago
Bristol, United Kingdom R.C.Brown Investment Management Full time**Financial Services Administrator** We are seeking an administrator to join a central Bristol office. Providing a professional, high-quality service to our clients. An important role in a small team, which is dynamic and varied. **The role**: - Providing administrative support to the investment management team. - Full-time. Monday to Friday. Typically,...
-
Investment Manager
1 day ago
Bristol, United Kingdom J.M. Finn & Co. Ltd Full timeInvestment Manager Department: Investment Management Employment Type: Full Time Location: Bury St Edmunds Reporting To: Investment Director Description Support Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client’s specified investment strategy. Key...
-
Investment Manager
1 day ago
Bristol, United Kingdom J.M. Finn & Co. Ltd Full timeInvestment Manager Department: Investment Management Employment Type: Full Time Location: Bury St Edmunds Reporting To: Investment Director Description Support Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client’s specified investment strategy. Key...
-
Investment Manager
8 hours ago
Bristol, United Kingdom J.M. Finn & Co. Ltd Full timeInvestment Manager Department: Investment Management Employment Type: Full Time Location: Bury St Edmunds Reporting To: Investment Director Description Support Investment Director in managing discretionary and advisory client portfolios and advise execution with advice clients within the client’s specified investment strategy. Key...
-
Investment Manager
6 days ago
Bristol, United Kingdom Quilter Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be...
-
Investment Manager
2 weeks ago
Bristol, United Kingdom Quilter Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be...
-
Investment Manager
2 weeks ago
Bristol, Bristol, United Kingdom QUILTER PLC Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be...
-
Investment Manager
12 hours ago
Bristol, United Kingdom Quilter Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be...
-
Investment Manager
1 day ago
Bristol, United Kingdom Quilter Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be...
-
Investment Manager
1 day ago
Bristol, Bristol, United Kingdom QUILTER PLC Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be...
-
Investment Manager
1 week ago
Bristol, South West England, United Kingdom Quilter Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will be...
-
Investment Manager
2 weeks ago
Bristol, United Kingdom Quilter Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will...
-
Investment Manager
24 hours ago
Bristol, United Kingdom Quilter Full timeWhat the Hiring Manager Says This is a fantastic opportunity to become part of an ambitious, inclusive and well established Office covering Bristol, the South West of England and South Wales. We are now looking for an investment manager to help one of our Teams to manage their large client bank. This is a dual role where the successful candidate will...
-
Investment Planning Manager
1 day ago
Bristol, United Kingdom MMP Consultancy Full timeMMP Consultancy currently have an opportunity for a Investment Planning Manager to join a local authority based out of Bristol. This will be an Interim position for 3-6 Months paying £350 P/Day Umbrella The Role: Project Manage the annual Housing budget setting process. Produce and maintain top-down and bottom-up 2, 5, 10, 30 year and life-cycle year...
-
Junior Investment Manager
1 month ago
Bristol, United Kingdom mbf. Full timeMbf are working with a prestigious Wealth Management organisation who are seeking to recruit a Junior Investment Manager. The business are true market leaders, they work with HNW & UHNW clients across the UK - they are one of the most successful in the industry& have an outstanding reputation. They are recruiting for a Junior Investment Manager to join...
-
Investment Planning Manager
19 hours ago
Bristol, United Kingdom Elevate Projects Ltd Full timeWe are recruiting for an outstanding opportunity for an Investment Planning Manager on a 6 month initial contract with scope for extension / permanent opportunities. Key Duties will include; * Project Manage and deliver the annual Housing budget setting process. This will involve coordinating inputs from multiple stakeholders from across the organisation...
-
Property Investment Manager
1 week ago
Bristol, United Kingdom Greatwell Homes Full timeProperty Investment ManagerAre you the right applicant for this opportunity Find out by reading through the role overview below.£57,173.00Remote working with an option to book a desk in our Wellingborough officePermanentWe are seeking an asset professional to manage our Property Investment team. Youll bring your experience of managing asset investment...
-
Investment Support Manager
2 weeks ago
Bristol, United Kingdom Coutts Full timeJoin us as an Investment Support ManagerIf you’re client focused and have previously worked in an investment operational service environment, we’d like to hear from youWe’ll look to you to work closely with our Investment Operations team to deliver key objectives within the businessYou’ll lead your colleagues to deliver an exceptional service and...
-
Investment Support Manager
2 weeks ago
Bristol, Bristol, United Kingdom Coutts Full timeJoin us as an Investment Support ManagerIf you're client focused and have previously worked in an investment operational service environment, we'd like to hear from youWe'll look to you to work closely with our Investment Operations team to deliver key objectives within the businessYou'll lead your colleagues to deliver an exceptional service and encourage...
-
Investment Support Manager
1 day ago
Bristol, Bristol, United Kingdom Coutts Full timeJoin us as an Investment Support ManagerIf you're client focused and have previously worked in an investment operational service environment, we'd like to hear from youWe'll look to you to work closely with our Investment Operations team to deliver key objectives within the businessYou'll lead your colleagues to deliver an exceptional service and encourage...