Senior Investment Manager

Titan Wealth; Harrogate; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading investment management firm in Harrogate is looking for a qualified professional to manage client relationships and investments on a discretionary basis. Ideal candidates should have CISI Level 6 or 7 qualifications and a minimum of 5 years' experience in investment management. The role requires exceptional communication and interpersonal skills, as well as strong analytical abilities. This position offers a competitive salary, hybrid working, and extensive benefits including a pension scheme and annual leave.

Benefits

Competitive salary

Attractive Employee Pension Scheme

25 days Annual Leave + public holidays

Private medical insurance

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

Flexible benefits

Qualifications

• CISI Level 6 or Level 7 qualification required.
• 5+ years of experience in investment management.
• Strong written and verbal communication skills.

Responsibilities

• Manage clients’ investments and provide investment advice.
• Represent the company to clients and maintain client relationships.
• Encourage a culture of compliance within the company.

Skills

Investment management

Communication skills

Interpersonal skills

Analytical skills

Education

CISI Level 6 or Level 7 qualified

Minimum of 5 years’ experience in Investment Management

Job description

About Us

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.

The role

To manage the relationship and investments of clients on a discretionary basis and to provide any other related services which fall within the Client Agreement. To be instrumental in introducing new funds under management into the business. The role is based within our Harrogate office 3 days a week.

Key Responsibilities

• To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements
• To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives
• To maintain good client relationships
• To encourage a culture of compliance throughout the company
• To manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities
• To develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications
• To comply with the Consumer Duty to act to deliver good outcomes for clients
• To maintain compliance with the honesty and integrity, training and competence and financial soundness requirements of the FIT and Proper Test for Approved Person and act in accordance with the FCAs Code of Conduct
• To carry out any other duties as may reasonably be required
• Adhere to consumer duty

Education And Requirements

• CISI Level 6 or Level 7 qualified, with a minimum of 5 years’ experience in Investment Management
• Strong and effective written and verbal communication skills
• Exceptional interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels
• Strong analytical and problem-solving skills with the ability to assess complex situations and make sound decisions.

Our values

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

• Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors
• Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
• Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement

Terms

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.