Senior Investment Manager

NJR Recruitment; Harrogate; On-site; GBP 63,000 - 75,000; Full time

Job summary

A leading independent investment firm in Harrogate seeks a Senior Investment Manager to manage and grow a portfolio of private clients. The role emphasizes building trusted, long-term relationships while providing high-quality investment advice. Ideal candidates will have a strong background in discretionary investment management and excellent communication skills, ensuring client satisfaction and business growth.

Benefits

Excellent Benefits

Qualifications

• Strong background in managing client investments on a discretionary basis.
• Ability to provide professional and proactive investment advice.
• Experience in building and maintaining long-term client relationships.

Responsibilities

• Manage and grow a portfolio of private clients.
• Provide high-quality investment advice aligned with client objectives.
• Nurture strong client relationships through regular communication.

Skills

Client relationship management

Investment advisory

Proactive communication

Job description

Senior Investment Manager

Harrogate

Up to £75,000 + Excellent Benefits

NJR Recruitment is working with a leading independent investment and wealth management firm who are now looking to appoint a talented and client-focused Senior Investment Manager to join their Harrogate office.

This is an exceptional opportunity to join a firm that prides itself on building trusted, long-term relationships with its clients — providing discretionary investment management and personalised financial solutions tailored to individual goals.

The Role

As a Senior Investment Manager, you’ll be responsible for managing and growing a portfolio of private clients, providing high-quality investment advice and developing meaningful relationships built on trust, transparency, and integrity.

Key responsibilities include

• Managing client investments on a discretionary basis, aligned with their objectives and risk profiles
• Providing clear, professional, and proactive investment advice
• Maintaining and nurturing strong, long-term client relationships through regular contact and review
• Representing the firm with professionalism and integrity when dealing with clients and introducers

Contributing to new business growth by …