Senior Investment Manager

Redmayne Bentley LLP; Liverpool; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading investment firm in Liverpool is seeking an experienced Investment Manager to create and manage tailored client portfolios. This dynamic role involves enhancing client relationships, developing investment strategies, and contributing to the firm's strategic goals. Candidates with strong leadership ambition and a commitment to client service are encouraged to apply. The firm offers competitive benefits and a collaborative environment for personal growth.

Benefits

Pension Scheme

Private Medical Insurance

Employee Assistance Programme

Travel Loans and Cycle to Work

Reward and Recognition Schemes

Group Life Assurance

Generous Family Leave Entitlements

Qualifications

• Proven ability to manage advisory and discretionary portfolios.
• Established network of professional contacts.
• Curious and detail-oriented in investment analysis.

Responsibilities

• Manage and tailor client portfolios to investment objectives.
• Enhance client relationships for improved service satisfaction.
• Participate in business development and marketing activities.

Skills

Client-focused approach

Excellent communication skills

Analytical mindset

Leadership skills

Education

CISI Level 6 or equivalent

Job description

Overview

About the Role Our Liverpool Office, opened in 2024, is looking for an experienced Investment Manager to join the team, with the potential for someone ambitious to come in and progress to a Head of Office role. As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales. You will utilise your skills and knowledge to provide creative and intelligent solutions to client issues and ensure that we meet our goal of enhancing our clients' wealth. You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of our Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals. This isn't a static or siloed role - this is a role that will develop with you, with support to further grow your skills and understanding as part of a wider team that are open and honest, sharing knowledge and developing each other and always looking to improve the way we work.

What you’ll do

• Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives.
• Maintain and enhance client relationships to the highest possible standard.
• Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations.
• Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients.
• Attend and actively contribute to investment and research committee meetings.
• Actively contribute towards the firm's long-term strategic goals and objectives.

Minimum CISI Level 6 or equivalent.

• A clear commitment to providing a friendly, client-focused approach.
• Someone with an established network of professional contacts.
• An ability to see things differently and identify opportunities.
• Excellent written and verbal communication skills.
• Curious and analytical mindset.
• Willingness to use your own initiative and adapt to change.

We would particularly welcome applicants who have:

• Strong leadership skills and ambition to become a Head of Office
• Experience of handling an existing client book

Who we are

At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients' wealth. It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities. As one of the UK's largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector. Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended &You wellbeing framework. Our future looks more exciting than ever, come and share it with us.

Benefits

• Pension Scheme
• Private Medical Insurance
• Employee Assistance Programme
• Travel Loans and Cycle to Work
• Reward and Recognition Schemes
• Hybrid Working
• Group Life Assurance
• Generous Family Leave Entitlements

Application process

Are you interested in this role? Yes? That\'s great! Find out more about our application process below and what to expect after applying.

Apply Applying is easy! All you need to do is enter your email address and click the 'Apply Now' button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV. Sit Tight: We review applications regularly; we do not wait for the closing date when we see a great candidate! We will be in touch via email or telephone confirming the next steps. In the meantime, find out more about us and our teams using the headers at the top or following us on social media. Come and Meet Us: If you are successful in being shortlisted, we will ask you to come in and meet us for an interview. This is your opportunity to show us how you share our values and would be a great fit for the role. Redmayne Bentley