Investment Manager

Blakemore Recruitment; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading Financial Services company in London is expanding and seeks 2 Investment Managers. The role involves advising clients on investments, cash flow, and financial planning, while maintaining high compliance standards. Successful candidates will demonstrate client relationship skills and a commitment to professional integrity and mentoring junior staff.

Qualifications

• Experienced regulated Investment Adviser with a track record of advising private clients.
• Strong ability to explain complex financial issues to clients.
• Experience developing junior staff as a mentor.

Responsibilities

• Service existing clients and win new clients by identifying opportunities.
• Advise on strategic asset allocation, cash flow projections, and financial planning.
• Meet compliance requirements and deliver revenue targets.

Skills

Professional integrity

Technical strength

Client relationship management

Strong verbal communication

Strong written communication

Team player

Education

Regulated Investment Adviser qualification

Job description

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We are currently recruiting for a leading Financial Services business in London who are looking to recruit 2 Investment Managers as they are looking to expand their Investment Advisory Department.

Role Purpose

To contribute to the growth of the business by servicing existing clients and winning new clients through identifying and pursuing new client opportunities in the market, often working with third party intermediaries.

Key Accountabilities

Experienced regulated Investment Adviser to advise private clients, trusts and some corporate clients on:

• Strategic asset allocation and collective investment funds;
• Long term cash flow projections;
• Pension contribution planning and taking benefits;
• Life assurance;
• Deposits and other cash based investments;
• Wider holistic financial planning.

Meet the company's compliance requirements and maintain regulatory status.
Contribute to the team’s ongoing development of services.
Assist in the development of more junior staff, acting as a mentor where required.
Take financial responsibility, being accountable for delivering revenue targets and billing for your own portfolio of clients.

Technical Knowledge and Professional Qualifications

Key Skills

• Operate with professional integrity, focusing on providing robust and cost-effective solutions based on client requirements.
• Be technically strong.
• Have a successful track record of building and sustaining relationships with clients and third-party introducers.
• Be a strong team player who easily builds rapport.
• Possess strong verbal and written communication skills, with the ability to explain complex investment and financial planning issues to clients.

Required

Overarching Obligations

• Adhere to all relevant laws, regulations, and company policies and procedures.
• Maintain high ethical standards and do the right thing at all times.
• Comply with all relevant professional standards.