Senior Investment Manager / Wealth Manager

Annular Group; Manchester; Ibrido; GBP 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working model

Competitive compensation

Professional development opportunities

Descrizione del lavoro

Annular Group seeks a Senior Investment Manager to lead discretionary and advisory portfolios for HNW/UHNW clients in the North West. The role offers autonomy to shape investment direction within a trusted FCA-regulated environment.

You will inherit an established client book, while proactively growing relationships through your network and market presence, contributing to the firm’s growth strategy and client proposition. Hybrid working is available.

Competenze

• CISI Level 6 or 7 with strong FCA regulatory knowledge.
• Proven track record managing discretionary/advisory portfolios for HNW/UHNW clients.
• Established network of introducers, partners, and prospective clients.
• Ability to retain, grow and deepen long-term client relationships.

Mansioni

• Lead discretionary and advisory portfolios for multi-asset strategies for HNW/UHNW clients.
• Inherit and grow an established client book and develop new relationships.
• Provide sophisticated investment advice considering tax, market insights, and bespoke portfolio construction.
• Represent the firm in client meetings, presentations, and pitches with clear investment philosophy.
• Contribute to investment committee discussions on asset allocation, macro trends, and security selection.
• Shape the firm’s commercial strategy, growth initiatives, and client proposition.
• Uphold FCA compliance, governance, and ethical standards.

Conoscenze

CISI Level 6/7

Regulatory knowledge (FCA)

Portfolio management

Business development

Networking

Commercial acumen

Communication skills

Descrizione del lavoro

Senior Investment Manager – North West (Hybrid)

Manchester

Pension / Private Mediacal

Market leading Revenue comms plan

We are partnering with a long‑established, highly respected UK investment management and stockbroking firm entering an exciting new phase of strategic growth. With a heritage of delivering exceptional discretionary and advisory portfolio management to HNW and UHNW clients, the firm now seeks an accomplished Senior Investment Manager to help shape its next chapter. This role offers genuine autonomy, influence over investment direction, and the opportunity to inherit and expand a high‑quality client book within a trusted, FCA‑regulated environment. It is an ideal move for a seasoned professional seeking both stability and meaningful impact.

Key Responsibilities

• Lead the management of discretionary and advisory portfolios across multi‑asset strategies, ensuring suitability, risk alignment, and long‑term performance for HNW and UHNW clients.
• Inherit and steward an established client book while proactively developing new relationships through your professional network and market presence.
• Provide sophisticated investment advice, incorporating tax considerations, market insights, and bespoke portfolio construction.
• Represent the firm in client meetings, presentations, and pitches, articulating investment philosophy with clarity and authority.
• Contribute to investment committee discussions, offering informed views on asset allocation, macro trends, and security selection.
• Play an active role in shaping the firm’s commercial strategy, growth initiatives, and client proposition.
• Uphold the highest standards of FCA compliance, governance, and ethical conduct.

Required Experience & Expertise

• CISI Level 6 or Level 7 (or equivalent) with strong working knowledge of FCA regulatory expectations.
• Proven track record managing discretionary and/or advisory portfolios for HNW/UHNW private clients or family offices.
• Established network of introducers, professional partners, and prospective clients.
• Demonstrable ability to retain, grow, and deepen long‑term client relationships built on trust and performance.
• Strong commercial acumen with the ability to identify opportunities and contribute to business growth.
• Confident communicator with the gravitas expected of a senior investment professional.

Value Proposition / Why Join Us

• Join a respected, independent UK investment firm with a prestigious heritage and a clear, ambitious growth strategy.
• Inherited high‑quality client book while enjoying the autonomy to shape your own portfolio and business development approach.
• Competitive senior‑level compensation package, including salary, benefits, and performance‑linked rewards.
• Hybrid working model offering flexibility without compromising collaboration.
• Direct access to senior leadership, with genuine influence over investment direction and firm‑wide strategy.
• A culture built on transparency, professionalism, and partnership, where experienced managers and directors work side‑by‑side.
• Long‑term career progression within a stable, well‑capitalised organisation committed to continuous improvement.