Investment Manager – South West England – Salary c£40k - £50k

Our Client is an established Investment Management company with offices throughout the UK. They are an award winning, billion pound AUM company, growing at a significant rate through good advice, a strong discretionary and advisory proposition and client focus.

They are looking to recruit a successful Investment Manager to further establish their commitment to clients in Bristol.

Reporting to the investment Director, the role will involve a number of duties that include;
• To support UK Regional Investment Managers and internal investment team members.
• Providing information relating to DFM services relating to Trusts, Tax, pricing with liaison to compliance and operation management.
• To deliver common standards across the group and establish a centre of excellence and provide data analysis operational teams.
• Prepare fund reports and fund manager meeting notes.
• Present research and market views to both internal and external clients.
• Develop and maintain the investment framework and research database.
• Develop and maintain investment management execution processes.
• Provide relevant training and support to the wider team.
• Continuous professional development

Ideally level 4 or level 6 qualified or on route to obtaining, you will have experience of working in Investment management and dealing with technical queries from a number of sources. You will have strong numerical skills and be able to communicate effectively and confidently with a wide range of clients and professionals. This is regulated role so a CF30 would be desirable.

There is an opportunity to grow a team of like minded investment professionals around you.

Salary will be c£40k – £50k and there is an extensive benefits package available with further reward dependent on results. Please contact John Anderson at Recruit UK on 01179 450450 or email This email address is being protected from spambots. You need JavaScript enabled to view it. and quote Financial Planning Today and reference 2882.

Last modified on Wednesday, 25 January 2017
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