COMPETITIVE SALARY | DISCRETIONARY BONUS | BATH | HYBRID | STUDY SUPPORT
A rare and compelling opportunity to join one of the most ambitious and fast-growing independent wealth management businesses in the Southwest in a newly created Charity Relationship Manager role.
Our client is a specialist wealth management firm based in Bath, founded by highly experienced and senior people in the industry. The firm is growing quickly and this hire has been created to take ownership of the day-to-day relationship management of an established and growing charity client book, freeing the Managing Director to focus on winning the next wave of significant mandates. You will be the face of the firm to clients/trustees, leading quarterly and half-year reporting cycles, presenting at trustee and investment committee meetings, and being the person charity clients know and trust between formal reviews.
The role:
- Own the day-to-day relationship management of the charity client book, acting as the primary point of contact for trustees
- Lead quarterly and half-year reporting cycles, present at trustee and investment committee meetings, and run routine client reviews
- Coordinate delivery with the wider investment team across review packs, statements of investment policy, drawdown and spending frameworks, and manager monitoring
- Onboard new mandates as they are won
- Support business development activity including pitch preparation, tender documents, and attending alongside the Managing Director
- Build a presence in the charity investment sector through events and professional connections
What we are looking for:
- Around 4-8 years of experience in charity investment management, investment consulting, OCIO, or a trustee-facing client role, with genuine credibility in front of investment committees
- Experience running reporting cycles and client meetings with a high degree of independence
- Good working knowledge of charity investment matters including CC14, permanent endowment and total return, reserves and spending policy, SIPs, manager research, performance reporting, and responsible investment
- Level 6 or 7 investment qualification preferred - CFA charterholder or progressing, or CISI Chartered Wealth Manager - though Level 4 with a clear commitment to further study will also be considered
- An existing network in the UK charity investment sector is a plus rather than a requirement
- Low ego, high standards, client-first. This is a small ambitious firm and the successful candidate will be hands-on and motivated by building something
What is on offer:
- A competitive base salary with a discretionary bonus linked to client retention, service quality, and contribution to new business
- Full study support for further qualifications
- Pension and benefits package
- Hybrid working from Bath with national travel to clients
- A clear path to Head of Charities for the right person as the book continues to grow - a real possibility earned through the quality of relationships and contribution to the business
If you are an experienced charity investment professional looking for the opportunity to take genuine ownership of a client book at an ambitious, founder-led firm, this is well worth a conversation.
#J-18808-Ljbffr
Charities Relationship Manager in Bath employer: Nigel James Associates Ltd
Nigel James Associates Ltd is an exceptional employer, offering a dynamic and collaborative work culture that empowers Senior Financial Planners to thrive in their roles. With a focus on employee growth and development, the company provides access to a leading wealth management platform and a prestigious client base, ensuring that team members can deliver top-tier financial planning services. Located in London and Scotland, employees benefit from a competitive six-figure salary and discretionary bonuses, making it a rewarding place for those seeking meaningful and impactful careers in finance.
Contact Details:
Nigel James Associates Ltd Recruitment Team
