Senior Investment Manager

Redmayne Bentley; Liverpool; On-site; GBP 40,000 - 1,000,000,000; Full time

Job summary

A leading investment management firm in Liverpool is seeking an experienced Investment Manager to manage client portfolios and enhance relationships while supporting ambitious growth goals. The ideal candidate will have at least the CISI Level 6 qualification and an established network. This role offers competitive salary and benefits within a supportive team environment.

Benefits

Pension Scheme

Private Medical Insurance

Employee Assistance Programme

Travel Loans and Cycle to Work

Group Life Assurance

Generous Family Leave Entitlements

Qualifications

• Minimum CISI Level 6 or equivalent required.
• Established network of professional contacts is advantageous.
• Excellent written and verbal communication skills necessary.

Responsibilities

• Manage advisory and discretionary portfolios tailored to client objectives.
• Maintain and enhance client relationships.
• Carry out marketing and business development activities to expand client network.

Skills

Financial Services

Investment Experience

Asset Management

Financial Planning

Project Management Lifecycle

Education

CISI Level 6 or equivalent

Tools

Bloomberg

Job description

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 clients 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 isnt 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 youll do

In this role youll :

• Manage a range of advisory and discretionary portfolios - tailoring them to achieve the clients investment objectives.
• Maintain and enhance client relationships to the highest possible standard.
• Develop client portfolios to meet the clients 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 firms long-term strategic goals and objectives.

What were looking for

• 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 UKs 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.

Our Values

Our core values are at the heart of everything we do :

• Excellence
• Respect
• Responsibility
• Teamwork
• Integrity

Our Benefits

We are always continuing to improve our employee benefits to support our employees lifestyles provide more flexibility and to reward and recognise excellence.

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

Are you interested in this role

Yes Thats great! Find out more about our application process below and what to expect after applying.

Applying is easy! All you need to do is enter your email address and click theApply Now button or alternatively sign-in using your social media profile. You will then be asked to enter your details and submit your CV.

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 the meantime find out more about us and our teams using the headers at the top or following us onsocial media.

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.

Documents

Required Experience : Manager

Key Skills

Financial Services,Financial Concepts,Intellectual Property Law,Investment Experience,Asset Management,Securities Law,Investment Management,Private equity,Financial Modeling,Bloomberg,Project Management Lifecycle,Financial Planning

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 40001 - 999999999