Investment Manager

TN United Kingdom; Newcastle upon Tyne; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in wealth management is seeking dedicated professionals to join their Newcastle office. This role offers a unique opportunity to engage with a diverse clientele, including SMEs and high net worth individuals. The position focuses on personalized investment advice, portfolio management, and building strong client relationships. With a commitment to excellence and a collaborative environment, this firm empowers its employees to thrive and make a meaningful impact in the financial services sector. If you have a passion for finance and a desire to help clients succeed, this is the perfect opportunity for you.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Shared Parental Leave

Qualifications

• Minimum Level 6 Qualified or Chartered status required.
• Experience managing client investment portfolios and providing investment advice.

Responsibilities

• Build and develop trusted relationships with clients.
• Provide personalized investment advice and manage portfolios.

Skills

Investment Advice

Portfolio Management

Client Relationship Management

Risk Management

Communication Skills

Education

Level 6 Qualification

Chartered Status

Job description

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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

Our exceptional track record of growth and innovation is driven by our core values: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a collaborative way; and Performance, demonstrating expertise to deliver first-class results.

Read more about us and available career opportunities here:

Job Description

Why Evelyn Partners Newcastle office?

Join our rapidly growing team at Evelyn in the North East, engaging with regionally focused clients, including large SMEs and high net worth individuals. This role offers opportunities in advisory, compliance, and project management, providing a unique chance to develop your career and strategic skills.

About the role

Build and develop trusted relationships with current and potential clients. Provide personalized investment advice and portfolio management, ensuring portfolios align with the company’s investment philosophies and processes.

• Support client needs
• Develop existing client relationships through effective ongoing service, minimizing attrition, and generating new instructions and referrals
• Lead client meetings professionally, ensuring information is accurate, up-to-date, and tailored to client needs
• Construct and maintain suitable portfolios based on client requirements, circumstances, tax situations, and risk attitudes
• Review portfolios regularly and make adjustments in consultation with colleagues
• Collaborate with Financial Planning and Professional Services colleagues to develop client relationships
• Maintain accurate and comprehensive client records in line with Group policy

Qualifications

What we're looking for

• Minimum Level 6 Qualified or Chartered status
• Understanding of the financial services industry and investment markets
• Experience managing client investment portfolios and providing investment advice
• Experience remodeling portfolios to align with investment policies
• Technical knowledge of investment management strategies and effective communication skills
• Excellent written and verbal communication skills
• Experience leading pitches and acquiring new business
• Understanding of risk management within a private client business

Additional Information

Benefits include:

• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday package with options to purchase additional days
• Shared parental leave

We value diversity and are committed to creating an inclusive environment. We offer various initiatives and support to ensure all colleagues feel respected and can achieve their full potential. Reasonable adjustments are available during the application process—please inform your Recruiter of your needs.