Investment Director

3 weeks ago


Bristol, Bristol, United Kingdom Heat Recruitment Full time

Heat Recruitment is seeking an experienced Investment Director to join our team in Bristol. As a key member of our team, you will play a crucial role in developing and maintaining strong relationships with private clients across the South West.

The successful candidate will have a proven track record of building and managing high-value investment portfolios for private clients, as well as identifying new business opportunities through professional networks and existing client connections.

Key responsibilities will include:

  • Developing and implementing effective investment strategies to meet client objectives
  • Building and maintaining strong relationships with private clients and intermediaries
  • Identifying new business opportunities and contributing to the growth of the company's private wealth management division

We are looking for a highly motivated and experienced Investment Director who is able to work independently, think strategically, and contribute to the success of our team.

The ideal candidate will have:

  • A minimum of 5 years' experience in private wealth management or a related field
  • Strong knowledge of investment products and services, including discretionary management, pension planning, and tax-efficient investing
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike

This is an exciting opportunity for a talented Investment Director to join a leading recruitment agency and take their career to the next level. If you are a driven and ambitious individual with a passion for private wealth management, we would love to hear from you.



  • Bristol, Bristol, United Kingdom BGF Ireland Full time

    BGF Ireland is a leading growth capital investment platform that invests in growing SMEs across the UK. We are currently seeking a highly skilled Director of Growth Investments to join our team in Bristol.The ideal candidate will have a strong background in investment management, with experience of taking board seats in portfolio companies. They will also...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the JobWe are seeking a highly skilled Investment Strategy Director to join our team in Bristol. The successful candidate will have a strong understanding of the investment industry and the ability to build and maintain relationships with clients.Key ResponsibilitiesBuild and maintain relationships with clientsDevelop and implement investment...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job OpportunityWe are seeking an experienced Investment Director to join our team based in Bristol. As a key member of the South West region, you will be responsible for maintaining existing client relationships and developing new private client business.


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Key Responsibilities:As an Investment Director, you will be responsible for building and maintaining relationships with clients and professional intermediaries to grow private client business. About Your Background:You should have significant experience as a UK discretionary Investment Manager.Hold a PCIAM qualification via the CISI or equivalent.Salary...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the RoleWe are seeking an experienced Investment Director to contribute to our expansion in the South West region from Bristol.Your primary focus will be on developing private client business through your professional network and relationships with intermediaries. To excel in this role, you must have a genuine interest in the investment industry,...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job OverviewWe are seeking an experienced Senior Investment Director to join our team in Bristol and South West.This is a fantastic opportunity for a seasoned investment professional to develop additional private client business from existing and new connections, as well as professional intermediaries.The successful candidate will have a genuine interest in...


  • Bristol, Bristol, United Kingdom BGF Ireland Full time

    Growth Capital Investment Director Job Description:Role Overview:As a Growth Capital Investment Director at BGF Ireland, you will be responsible for managing a portfolio of investments, driving performance, and identifying new opportunities.Key Accountabilities:Conduct thorough market research and analysis to understand the needs and challenges of portfolio...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job OverviewWe are looking for an experienced Investment Director to join our team in Bristol and South West. As a key member of the company, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.About the RoleYour focus will be on building long-lasting...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job Overview:A national investment management firm seeks an additional Investment Director to assist in the growth and development of its business across the South West, based out of Bristol.The role requires a genuine interest in the investment industry, with a focus on developing private client business from individual connections and professional...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    **Job Overview**We are seeking a highly skilled Investment Director to join our team in Bristol and South West. As an Investment Director, you will be responsible for maintaining existing client relationships and developing additional private client business from your own and new individual connections as well as professional intermediaries.The successful...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job OverviewWe are seeking an experienced Investment Director to join our team and contribute to the growth of our private client business in the South West region.


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job DescriptionWe are seeking a skilled Investment Director to join our team in Bristol and South West. The ideal candidate will have a strong background in investment management and a proven track record of building and maintaining successful relationships with private clients.About the CompanyOur company is a leading national investment management firm...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the RoleWe are looking for a seasoned Private Client Investment Director to join our team in Bristol. As a key member of our South West division, you will be responsible for developing and executing a strategic plan to drive private client business growth in the region.Your primary focus will be on building and maintaining relationships with high net...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the CompanyA well-established national investment management firm seeks an additional Investment Director to support its growth strategy in the South West.Job Description:This highly sought-after role requires a seasoned Investment Manager to build and maintain profitable relationships with private clients and professional intermediaries. As a key...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the RoleWe are seeking a skilled Investment Director to join our team in Bristol. As part of our expanding South West operation, you will focus on growing our private wealth business through new client acquisition and relationship development.Salary and BenefitsThe expected salary range for this position is between £80,000 and £120,000 per annum,...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About UsHeat Recruitment is a leading recruitment agency specializing in the financial services sector. We are committed to providing exceptional service to our clients and candidates.Job DescriptionWe are currently seeking an experienced Investment Director to join our team in the South West region of the UK. The successful candidate will be responsible for...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    About the Company:A well-established national investment management firm is seeking an experienced Investment Director to join its team in Bristol.The successful candidate will be responsible for developing private client business from their own and new connections, as well as professional intermediaries. Your Qualifications:You must hold Level 6 (PCIAM)...


  • Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job OverviewA leading national investment management firm is seeking a seasoned Investment Director to support the expansion of their services across the South West region, based out of Bristol.

  • Financial Director

    3 weeks ago


    Bristol, Bristol, United Kingdom Heat Recruitment Full time

    Job OverviewThis is an exceptional opportunity to join a well-established investment management firm as an Investment Director. Based in Bristol, you will play a key role in developing the company's presence in the South West region.RemunerationThe salary for this position is estimated at £70,000 to £100,000 per annum, plus bonus and full package. This...