Senior Investment Manager
3 weeks ago
Independent Financial Adviser
Talent Finder is seeking a highly motivated and experienced financial professional to fill this exciting opportunity.
About the Position:This role offers a unique chance to work as either employed or self-employed, with full-time or part-time options available. The successful candidate will have a strong background in financial planning, excellent communication skills, and a passion for delivering exceptional results.
Key Responsibilities:- Providing expert financial planning services to clients, including investment advice and wealth management.
- Maintaining strong technical knowledge of financial products and services, ensuring accurate and informed advice.
- Building long-term relationships with clients, fostering trust and loyalty through exceptional service.
- Collaborating with other professionals to ensure seamless delivery of financial solutions.
- Tailored compensation packages combining salary and fee share, reflecting individual performance and achievements.
- Access to cutting-edge financial tools and technology, enabling efficient and effective financial planning.
- Opportunities for ongoing professional development, ensuring you stay ahead in the field.
- A dynamic and supportive work environment, promoting collaboration and growth.
- Minimum Level 4 qualification in financial planning, demonstrating expertise and commitment.
- Strong technical knowledge of financial products and services, staying up-to-date with industry developments.
- Excellent communication and interpersonal skills, essential for building strong client relationships.
- Ability to work independently and as part of a team, prioritising tasks and managing time effectively.
The estimated salary range for this position is £50,000 - £70,000 per annum, dependent on experience and performance.
-
Senior Investment Manager
3 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob TitleSenior Investment Manager - Bristol & South WestWe are offering a competitive compensation package of up to £100,000 plus bonus and comprehensive benefits.About the RoleA leading national investment management firm is seeking an experienced Senior Investment Manager to contribute to its expansion across the South West region from our Bristol...
-
Senior Investment Manager
3 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob Title:Senior Investment Manager">About the Role:">">We are seeking an experienced Senior Investment Manager to join our team in Bristol. The ideal candidate will have a proven track record of managing high-net-worth private clients and developing new business opportunities.">The role involves maintaining existing client relationships, identifying new...
-
Senior Investment Executive
3 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob Summary: We are seeking a Senior Investment Executive to join our team in Bristol. As a key member of our investment management firm, you will be responsible for managing existing client relationships and developing new business opportunities across the South West region.Key Responsibilities:Manage a portfolio of high net worth individuals and...
-
Investment Management Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeAbout 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...
-
Senior Investment Director
1 month ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob 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...
-
Investment Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Coyne & Associates Full timeCoyne & Associates now seeks a skilled Investment Portfolio Manager to provide tactical and operational support to drive value creation and market-leading performance, guiding investee management teams to success. As part of a dynamic, high-performing investment team, you will lead proactive oversight of an investee portfolio that includes both high-growth...
-
Senior Investment Manager
3 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeThe Heat Recruitment team is seeking a highly skilled and experienced Senior Investment Manager - Private Client Services to join their team in Bristol.This is an exceptional opportunity for a seasoned professional to take on a challenging role, developing new business relationships with individual clients and professional intermediaries, while maintaining...
-
Senior Credit and Investment Professional
1 month ago
Bristol, Bristol, United Kingdom Aviva plc Full timeAs a senior professional in Aviva plc's risk management function, you will be responsible for overseeing the management of credit and investment risk. This role requires individuals with a deep understanding of financial markets, risk management, and corporate governance. The ideal candidate will be able to analyze complex data, identify potential risks, and...
-
Investment Business Development Manager
3 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeHeat Recruitment is seeking a highly motivated and experienced Investment Business Development Manager to join their team in Bristol.This is an excellent opportunity for a senior professional to take on a challenging role, developing new business relationships with individual clients and professional intermediaries, while maintaining existing...
-
Investment Management Associate
2 weeks ago
Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly motivated Investment Management professional to join our client's team as a Client Service Executive.You will work closely with the Investment Manager and be responsible for maintaining client relationships, managing administration processes, and adhering to compliance regulations.The ideal candidate will have experience...
-
Senior Investment Manager
4 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeAbout 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)...
-
Senior Investment Manager
3 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time**Job Title:** Senior Portfolio Manager**Job Summary:** We are seeking an experienced Senior Portfolio Manager to join our team and lead the delivery of strategic change initiatives across the business.**Responsibilities:**Develop and implement strategic plans to drive business growth and improvementLead cross-functional teams to deliver high-impact...
-
Senior Project Manager
3 weeks ago
Bristol, Bristol, United Kingdom Core Group Full timeJob DescriptionAt Core Group, we're seeking a seasoned Senior Project Manager to lead the delivery of capital investment projects within our Higher Education sector frameworks. This is an exciting opportunity for an experienced project manager to join our Bristol team and contribute to the successful management and delivery of complex projects.The ideal...
-
Senior Investment Director
2 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeAbout 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,...
-
Investment Risk Manager
1 month ago
Bristol, Bristol, United Kingdom Aviva plc Full timeJob OverviewA key role in Aviva plc's risk management function, focusing on credit and investment risk oversight. The ideal candidate will have a strong understanding of financial markets, risk management, and corporate governance.SalaryThe estimated salary for this position is £92,500 per annum, with a bonus opportunity of 12% of annual salary....
-
Investment Portfolio Manager
2 months ago
Bristol, Bristol, United Kingdom Coyne & Associates Full timeUnlocking Potential with Coyne & Associates We are seeking a Strategic Growth Leader to join our dynamic investment team. As a key member of the team, you will provide tactical and operational support to drive value creation and market-leading performance across our portfolio. Your expertise will be instrumental in guiding investee management teams towards...
-
Investment Planning Manager
4 days ago
Bristol, Bristol, United Kingdom Bristol City Council Full timeJob DescriptionWe are seeking an experienced Investment Planning Manager to join our team on a 6-month contract basis. As the largest residential landlord in Bristol, we have a key role in ensuring our existing and new homes are safe, secure, affordable, and sustainable.The successful candidate will be responsible for delivering investment scenarios,...
-
Investment Portfolio Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeAbout UsHargreaves Lansdown Asset Management Limited is a leading asset management company dedicated to providing high-quality investment solutions to individuals and institutions. Our purpose is to make it easy for people to save and invest for a better future.Our investment team is passionate about delivering exceptional results for our clients, and we are...
-
Investment Portfolio Manager
3 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeAbout 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,...
-
Investment Portfolio Manager
3 weeks ago
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...