Investment Manager
4 days ago
Are you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership?
Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team.
You will play a pivotal role in managing client portfolios, developing new business, and ensuring compliance with regulatory standards while leading a skilled team of investment management professionals.
Key Responsibilities Client Management Build and maintain strong client relationships, acting as their trusted investment advisor.
Deliver bespoke portfolio updates and respond to client queries.
Develop comprehensive risk management and tax planning strategies.
Prepare and present reports and reviews tailored to client needs.
Discretionary Portfolio Management Develop and execute tailored investment strategies across multi-asset portfolios.
Monitor portfolio performance and make adjustments to optimise returns.
Conduct detailed financial research and analysis to identify opportunities.
Leverage financial modelling for informed investment decisions.
Branch Principal Duties Ensure compliance with all the firm's policies, regulatory requirements, and risk-management standards.
Manage branch operations, audits, and client accounts.
Provide leadership, technical direction, and training to team members.
Stay abreast of market trends and regulatory changes, ensuring best practices.
Essential Skills & Experience Proven expertise in discretionary portfolio management and business development.
Strong quantitative, critical thinking, and risk management skills.
In-depth knowledge of investment and insurance products.
Demonstrated ability to build a book of business (ideally bringing a client base).
Effective communication, networking, and leadership abilities.
Experience with financial planning tools such as FE Analytics or Morningstar is a plus.
Qualifications Bachelor's degree in finance, economics, business, or a related field.
CFA (Chartered Financial Analyst) or Certified Financial Planner qualification.
MBA or similar postgraduate degree (desirable).
What's On Offer A collaborative and dynamic working environment at the firm's Maidstone office.
Opportunity to lead and grow within an established and trusted financial institution.
Salary up to around £100,000 and a competitive benefits package.
Hybrid working If you're ready to take on a challenging and rewarding leadership role at a highly successful firm working alongside and leading motivated professionals, we'd love to hear from you.
-
Investment Manager
3 days ago
Maidstone, United Kingdom mbf Full timeAre you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership? Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team. You will play a pivotal role in managing client...
-
Investment Manager
6 days ago
Maidstone, United Kingdom mbf Full timeAre you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership? Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team. You will play a pivotal role in managing client...
-
Investment Manager
5 days ago
Maidstone, United Kingdom mbf Full timeJob Description Are you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership? Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team. You will play a pivotal role in...
-
Investment Manager
7 days ago
Maidstone, UK, Kent, United Kingdom mbf Full timeAre you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership? Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team. You will play a pivotal role in managing client...
-
Property Insights Manager
1 week ago
Maidstone, Kent, United Kingdom CV-Library Full timeJob OverviewWe are seeking an experienced Asset Data Analyst to join our team in Kent.Key Responsibilities:Manage property and programme data, ensuring accurate and timely delivery of works schedules and reconciliations.Present and interpret data to drive informed investment decisions.Collaborate with various teams to provide stock and energy data for...
-
Senior Planning Manager
1 month ago
Maidstone, United Kingdom CV-Library Full timeOur foundation client are an award-winning SME housebuilder operating throughout Kent and Sussex, who have an excellent reputation for their standards of quality and specification. Following significant investment within the wider business and a growing pipeline, we’re seeking an experience Senior Planning Manager to lead on their immediate land...
-
High Salary: Assistant Manager
1 day ago
Maidstone, United Kingdom Hollywood Bowl Full timeAre you a highly motivated, engaging manager?Are you looking for an employer that will invest in you and develop your career further?Are you looking for a business that is financially stable and has very exciting growth plans?If so, then look no further!The Why...
-
Design Manager
2 months ago
Maidstone, United Kingdom CV-Library Full timeDesign Manager £75,000 - £95,000 + Travel, Healthcare, Pension & Significant Bonus Office Based in Maidstone, Kent with Site Visits Required About the role: My client is currently looking for a Design Manager with experience in leading the design of large building projects to join their team working across a variety of new build projects...
-
Deputy Manager
4 weeks ago
Maidstone, Kent, United Kingdom Diverse Talent Partners Full timeDeputy Manager Role OverviewDiverse Talent Partners is currently seeking a highly motivated and experienced Deputy Manager to join our client's close-knit team in their care home in Maidstone, Kent. As a Deputy Manager, you will play a crucial role in supporting the Registered Manager in managing high-quality services for young people and promoting...
-
Senior Design Manager
1 month ago
Maidstone, Kent, United Kingdom Reinforced Recruitment Full timeDesign Manager Role£75,000 - £95,000 + Travel, Healthcare, Pension & Significant BonusOffice Based in Maidstone, Kent with Site Visits RequiredOur client is seeking a Design Manager to lead the design process for large building projects. The successful candidate will manage the design process to develop a design compliant with all contract requirements and...
-
Senior Cloud Relationship Manager
3 days ago
Maidstone, Kent, United Kingdom Michael Page (UK) Full timeRole OverviewDeliver exceptional customer experience as main point of contact for MSP clients, build deep relationships with 30-50 cloud accounts, and support partners with marketing and sales campaigns.Key Responsibilities:Manage pipelines and report on campaign progress to Growth Sales Manager.Attend industry events, round-tables, workshops, and seminars...
-
Area Sales Manager
1 month ago
Maidstone, United Kingdom CV-Library Full timeHVAC products into M&E contractors and Regional Developers * Market leading established manufacturer Area Sales Manager - London & the South East * This is a field sales / specification role representing a leading manufacturer * You will target M&E contractors, Regional Developers and to a lesser extent M&E consultants identifying, tracking and...
-
Deputy Manager
1 month ago
Maidstone, United Kingdom Iceland Foods Full timeDeputy Manager - KentAt Iceland we like to do things differently. We are a fair and ethical retailer who believe in investing in our people and making a difference. We are now looking for a Supervisor to join our team. This is a permanent position and is suited to somebody with a real passion for retail as you will be very hands-on in this role and at the...
-
Deputy Manager
4 weeks ago
Maidstone, United Kingdom Iceland Foods Full timeDeputy Manager - KentAt Iceland we like to do things differently. We are a fair and ethical retailer who believe in investing in our people and making a difference. We are now looking for a Supervisor to join our team. This is a permanent position and is suited to somebody with a real passion for retail as you will be very hands-on in this role and at the...
-
Deputy Manager
2 days ago
Maidstone, United Kingdom Iceland Foods Full timeDeputy Manager - MEDWAYAt Iceland we like to do things differently. We are a fair and ethical retailer who believe in investing in our people and making a difference. We are now looking for a Supervisor to join our team. This is a permanent position and is suited to somebody with a real passion for retail as you will be very hands-on in this role and at...
-
Area Sales Manager
5 months ago
Maidstone, United Kingdom CPJ Recruitment Full timeHVAC products into M&E contractors and Regional Developers * Market leading established manufacturerArea Sales Manager - London & the South East * This is a field sales / specification role representing a leading manufacturer * You will target M&E contractors, Regional Developers and to a lesser extent M&E consultants identifying, tracking and following...
-
HVAC Industry Product Manager
1 week ago
Maidstone, Kent, United Kingdom CV-Library Full timeProduct Manager Job Description:We are seeking a highly motivated and experienced Product Manager to join our team. This is a fantastic opportunity to work in the HVAC industry, delivering innovative solutions to meet the needs of our customers.About the Job:Develop a forecast for the product based on input from marketing, sales, market analysis and your own...
-
Area Sales Manager
2 days ago
Maidstone, United Kingdom CPJ Recruitment Full timeAn 'investor in people' that offer genuine career prospects * Award winning international blue-chip electrical product manufacturer Area Sales Manager - Electrical products / controls Area: South of the River | Southern Home Counties (Kent, Surrey & Sussex) The role of Area Sales Manager * This is a field / home based role. * As Area...
-
Area Sales Manager
2 weeks ago
Maidstone, United Kingdom CV-Library Full timeAn 'investor in people' that offer genuine career prospects * Award winning international blue-chip electrical product manufacturer Area Sales Manager - Electrical products / controls Area: South of the River | Southern Home Counties (Kent, Surrey & Sussex) The role of Area Sales Manager * This is a field / home based role. * As Area...
-
Experienced Senior Construction Manager
3 weeks ago
Maidstone, Kent, United Kingdom Chartway Group Ltd Full timeAt Chartway Partnerships Group, we're leading the way in the Southeast as a land-led housebuilder, focused on creating vibrant new homes and communities.We work closely with housing associations, landowners, and fund managers to bring these projects to life. Currently, we're seeking a talented and experienced Senior Site Manager to lead a complex project in...