At a Glance
- Tasks: Manage and service a discretionary client bank while conducting portfolio reviews.
- Company: A growing boutique wealth management firm in Cirencester.
- Benefits: Salary up to £70,000, clear progression opportunities, and an existing client bank.
- Other info: Opportunity to grow within an ambitious business.
- Why this job: Join a dynamic team and take on greater responsibility in a client-focused environment.
- Qualifications: Experience in discretionary investment management and strong communication skills.
The predicted salary is between 70000 - 70000 £ per year.
A growing boutique wealth management firm is seeking an Investment Manager to join its expanding team in Cirencester. Working closely with senior leadership, you will inherit an existing discretionary client bank and play a key role in servicing clients, conducting portfolio reviews and supporting the ongoing development of the firm's investment proposition. This opportunity would also suit an Assistant, Associate or Investment Manager looking for greater responsibility within a smaller, client-focused environment.
Responsibilities
- Manage and service an existing discretionary client bank
- Conduct client portfolio reviews and meetings
- Execute trades across advisory and discretionary portfolios
- Monitor portfolio performance and asset allocation
- Attend Investment Committee meetings
- Support portfolio rebalancing and investment strategy implementation
- Prepare suitability reports and investment documentation
- Act as a key point of contact for discretionary investment clients
Requirements
- Experience within discretionary investment management or wealth management
- Strong understanding of investment markets and portfolio construction
- Experience working with client portfolios
- Level 4 qualified as a minimum
- Chartered status or progress towards Chartered qualifications preferred
- Strong communication and relationship management skills
What's on Offer?
- Salary up to £70,000
- Existing client bank to inherit
- Clear progression opportunities
- Opportunity to join a growing and ambitious business
Investment Manager in Cirencester employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
