At a Glance
- Tasks: Manage High Net Worth client portfolios and deliver tailored investment advice.
- Company: Join a leading UK financial services organisation with a strong reputation.
- Benefits: Competitive salary, car allowance, hybrid working, and generous leave.
- Other info: Excellent career progression opportunities in a dynamic environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and experience with affluent clients.
The predicted salary is between 57000 - 90000 £ per year.
- Investment Manager
- ***Milton Keynes OR Cambridge***
- Hybrid Working
Salary
- £57,000 - £90,000 + Car Allowance + Excellent Benefits
- We're partnering with a leading UK financial services organisation to recruit an
Investment Manager to join its growing Milton Keynes or Cambridge based team.
This is an excellent opportunity to work alongside a successful Corporate & Commercial Banking division, managing relationships with High Net Worth individuals, business owners and senior professionals.
You'll inherit and develop an established portfolio, delivering tailored investment advice while helping clients achieve their long-term financial objectives.
The Role
As an Investment Manager, you will
- Manage and develop a portfolio of High Net Worth clients.
- Deliver regulated investment advice tailored to each client's financial goals.
- Work closely with Corporate & Commercial Banking colleagues to identify referral opportunities.
- Build long-term client relationships, increasing assets under management and deepening client engagement.
- Provide expert guidance across investment solutions and wider wealth management matters.
- Keep abreast of financial markets, investment trends and regulatory developments.
- Ensure all client advice and records remain fully compliant with FCA requirements.
About You
We're looking for individuals who have
- A minimum Level 4 Diploma in Financial Planning (or equivalent).
- A proven track record of providing regulated investment advice.
- Experience working with High Net Worth or affluent clients.
- Strong knowledge of investment markets, portfolio management and wealth management solutions.
- Excellent relationship-building, communication and influencing skills.
- A commercial mindset with the ability to develop new business opportunities.
- What's on Offer
- Competitive salary (£57,000–£90,000 depending on experience)
- £6,000 Car Allowance
- Hybrid working
- Private Medical Insurance
- Generous pension and life assurance
- 30+ days annual leave plus bank holidays
- Comprehensive wellbeing and flexible benefits package
- Excellent career progression within a leading UK wealth management business
- If you're an experienced
Investment Manager looking to join a highly regarded financial services business with an established client base and a strong internal referral network, I'd be delighted to tell you more.
Who We Are
At Bayford Hale, we are a specialist search and recruitment firm partnering with wealth management, private banking, asset management, family office and financial planning businesses across the UK, Europe and the Middle East.
We connect exceptional professionals with market-leading organisations through a discreet, relationship-driven approach, delivering long-term recruitment solutions built on trust and industry expertise.
Wealth Advisor in Cambridge employer: Bayford Hale
At Bayford Hale, we are committed to fostering a dynamic and inclusive work culture that empowers our employees to thrive. As a Senior Product Owner in Lending based in Edinburgh, you will benefit from a hybrid working model, competitive remuneration, and opportunities for professional growth within a supportive environment. Our focus on collaboration and continuous improvement ensures that you will play a pivotal role in shaping innovative lending solutions while enjoying the unique advantages of working in a vibrant city known for its rich history and culture.
