Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage with clients, assess portfolios, and prepare detailed investment reports.
- Company: Join a dynamic wealth management firm in London, focused on client success.
- Benefits: Enjoy a competitive salary, full benefits, and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while working in a supportive team environment.
- Qualifications: Must be Level 4 qualified via CISI/CFA with experience in client portfolio reviews.
- Other info: Contact Chris for an initial chat about this exciting opportunity!
The predicted salary is between 46800 - 78000 £ per year.
A growing London and Home Counties based wealth management firm is looking to add to their team with an investment specialist to handle existing client reviews and subsequent amendments should they be required.
Role
- Responsible for contacting clients via phone and creating an onboarding report, assessing suitability or obtaining the relevant information for annual reviews.
- Preparing reports covering investment objectives, income, outgoings, assets, liabilities, capacity for loss and cash flow planning.
Candidate
- You MUST BE LEVEL 4 QUALIFIED VIA THE CISI/CFA AS AN ABSOLUTE MINIMUM.
- Experience reviewing existing client portfolios and preparing onboarding packs and pension switches to SIPPS (not DB).
- Experience of DFM would be advantageous.
- While there is no requirement to build a book, the ability to spot an upselling opportunity is important.
For an initial conversation please contact Chris on 07784 945190, email chris.smith@weareedenrose.com or respond directly to this posting.
Investment Review Manager employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Review Manager
✨Tip Number 1
Make sure you brush up on your knowledge of investment portfolios and client reviews. Being able to discuss specific examples from your past experience will show that you're not just qualified, but also have practical insights that can benefit our team.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and discretionary fund management (DFM). This will help you engage in meaningful conversations during interviews and demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss how you've successfully identified upselling opportunities in previous roles. This is crucial for the Investment Review Manager position, so having concrete examples ready will set you apart from other candidates.
✨Tip Number 4
Don't hesitate to reach out to Chris for an initial conversation. Building a rapport before applying can give you valuable insights into the company culture and expectations, making your application even stronger.
We think you need these skills to ace Investment Review Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification via the CISI/CFA and relevant experience in reviewing client portfolios. Emphasise any specific achievements related to onboarding packs and pension switches to SIPPS.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Investment Review Manager position. Mention your experience with discretionary investment management and your ability to identify upselling opportunities.
Showcase Relevant Skills: Highlight skills that are crucial for the role, such as client communication, report preparation, and cash flow planning. Use specific examples from your past work to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Heat Recruitment
✨Know Your Qualifications
Make sure you can confidently discuss your Level 4 qualification via the CISI/CFA. Be prepared to explain how your qualifications have equipped you for the role and how they relate to the responsibilities of an Investment Review Manager.
✨Demonstrate Client Interaction Skills
Since the role involves contacting clients and preparing onboarding reports, practice articulating your experience in client communication. Share specific examples of how you've successfully managed client relationships and handled reviews in the past.
✨Showcase Your Analytical Skills
Be ready to discuss your experience with assessing client portfolios and preparing reports. Highlight your ability to analyse investment objectives, income, and cash flow planning, as these are crucial for the role.
✨Spot Upselling Opportunities
Even though building a book isn't required, the ability to identify upselling opportunities is important. Prepare examples of how you've recognised and acted on such opportunities in previous roles, demonstrating your proactive approach.
