At a Glance
- Tasks: Lead investment management for high-net-worth clients and shape strategic growth.
- Company: Respected UK investment management firm with a strong heritage.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Join a dynamic team in a trusted, FCA-regulated environment.
- Why this job: Make a meaningful impact while managing prestigious client portfolios.
- Qualifications: Proven experience in investment management and strong client relationship skills.
The predicted salary is between 59400 - 72600 £ per year.
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
Senior Investment Manager / Wealth Manager employer: Annular Group
Annular Group is an exceptional employer located in the vibrant city of Edinburgh, offering a dynamic work culture that prioritises integrity and client care. As a Senior Investment Manager, you will enjoy complete autonomy in managing high-net-worth clients while benefiting from a supportive environment that fosters professional growth and long-term relationships. With a focus on meaningful outcomes and a commitment to employee development, Annular Group stands out as a rewarding place to advance your career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Manager / Wealth Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Annular Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Investment Manager / Wealth Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Annular Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Annular Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Annular Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Annular Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Annular Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Annular Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
