At a Glance
- Tasks: Manage and grow a portfolio of high-net-worth clients with complete autonomy.
- Company: Independent wealth management firm with a culture of integrity and client care.
- Benefits: Competitive salary, industry-leading bonus scheme, and comprehensive health insurance.
- Other info: Exceptional career growth opportunities in a supportive and stable environment.
- Why this job: Enjoy freedom to serve clients without corporate pressure and build lasting relationships.
- Qualifications: Proven track record as an Investment Manager with a portable client book.
The predicted salary is between 100000 - 120000 £ per year.
Base Salary: £100,000 - £120,000
£875,000 OTE in 30 months
Industry Leading Bonus Revenue Scheme
Wealth Management – Stockbroking – Investment Management
Edinburgh, UK
Pension with matched contributions
Private Medical Insurance | Employee Assistance Programme | Dental Insurance
A career-defining move for top‑quartile IMs with a portable book.
If you’re an established Investment Manager with a loyal client base and a reputation for delivering exceptional long‑term outcomes, this is the opportunity that finally matches your ambition. We’re offering one of the strongest financial packages in the UK wealth market, backed by independent ownership, and a culture built around autonomy, integrity, and genuine client care not corporate KPIs.
Why This Role Is Different
- A market‑leading Golden Hello
- No pressure‑selling
- No short‑term product targets
- No corporate bureaucracy
- Just the freedom to serve clients the right way, with the backing of a respected, established firm
What You’ll Do
- Manage and grow a portfolio of HNW and UHNW clients with complete autonomy
- Deliver discretionary and advisory investment solutions aligned to long‑term client goals
- Build deep, multi‑generational relationships rooted in trust and performance
- Shape your own strategy, supported by a highly experienced investment, research, and operations team
- Contribute to the firm’s reputation for integrity, stability, and exceptional service
What You Bring
- A proven track record as an Investment Manager in the UK market
- A portable book of loyal clients (typically £20M–£100M+)
- Strong investment judgement and a client‑first mindset
- FCA-authorised (or eligible) with deep knowledge of suitability, risk frameworks, and portfolio construction
- A desire for a long‑term home where you can build, grow, and stay
Why Join Us
- Financially unmatched for IMs with portable books
- Independent, stable, and privately owned, no shareholder pressure
- Outstanding heritage with a modern, forward‑thinking approach
- Exceptional retention, IMs stay because the culture works
- A genuine career home, not a stepping stone
Ready to explore a move? If you’re an Investment Manager who wants freedom, financial upside, and a firm that respects your craft, this is the opportunity of a lifetime, that finally aligns with your value and maximises your personal earnings to generational levels of wealth.
Senior Investment Manager in Edinburgh employer: Annular Group
Join a leading firm in Edinburgh that prioritises autonomy, integrity, and genuine client care, making it an exceptional employer for Senior Investment Managers. With an industry-leading financial package, unmatched growth opportunities, and a supportive culture free from corporate bureaucracy, you can thrive while building long-term relationships with high-net-worth clients. Experience a career-defining move where your expertise is valued and rewarded, ensuring a fulfilling and prosperous future.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Manager in Edinburgh
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to former colleagues or mentors. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your track record and client relationships. Share specific examples of how you've delivered exceptional outcomes for clients – it’s all about proving you’re the real deal!
✨Tailor Your Approach
Every firm is different, so do your homework! Understand their culture and values, and tailor your conversations to show how you fit in. This will help you stand out as someone who truly gets what they’re about.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Investment Manager in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Investment Manager role. Highlight your track record in managing HNW and UHNW clients, and don’t forget to mention your portable book of clients!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our culture and how your client-first mindset aligns with our values. Be genuine and let your personality come through.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your investment judgement and ability to deliver long-term outcomes. Numbers speak volumes, so include metrics where possible!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Annular Group
✨Know Your Numbers
As a Senior Investment Manager, you’ll need to demonstrate your financial acumen. Be prepared to discuss your portfolio performance, client retention rates, and any significant investment decisions you've made. Having specific figures at your fingertips will show that you’re not just experienced but also results-driven.
✨Showcase Your Client Relationships
This role values a portable book of clients, so be ready to talk about the relationships you've built. Share examples of how you've nurtured these connections over time and how they’ve led to long-term success for both you and your clients. Authenticity is key!
✨Understand Their Culture
The company prides itself on a culture of autonomy and integrity. Research their values and be prepared to discuss how your personal philosophy aligns with theirs. Highlight your desire to work in an environment free from pressure-selling and corporate bureaucracy.
✨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions that reflect your understanding of the firm’s approach to wealth management. Ask about their strategies for client engagement or how they support their Investment Managers in achieving long-term goals. This shows your genuine interest in the role and the company.
