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.
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
As a leading provider of enterprise network solutions, we pride ourselves on being an excellent employer that fosters a collaborative and inclusive work culture. Our hybrid working model allows for flexibility, while our commitment to employee growth is evident through funded training and clear career progression opportunities. Join us in Warrington/Runcorn to work with prestigious clients and enjoy competitive benefits, including a generous commission scheme and a supportive environment that values diversity.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Manager in Edinburgh
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Annular Group, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Annular Group.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Annular Group.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Annular Group, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Manager in Edinburgh
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Annular Group want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Annular Group.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Annular Group will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Annular Group. Numbers speak louder than words!
How to prepare for a job interview at Annular Group
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Annular Group want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAnnular Group.
