At a Glance
- Tasks: Manage and grow client investment portfolios with tailored advice.
- Company: Leading independent investment and wealth management firm in Harrogate.
- Benefits: Up to £75,000 salary, hybrid working, and excellent benefits.
- Other info: Opportunity for professional development and a performance-related bonus.
- Why this job: Join a supportive culture focused on long-term client relationships and career growth.
- Qualifications: CISI Level 6 or 7 and 5 years' experience in investment management.
The predicted salary is between 60000 - 75000 £ per year.
NJR Recruitment is working with a leading independent investment and wealth management firm who are now looking to appoint a talented and client-focused Senior Investment Manager to join their Harrogate office. This is an exceptional opportunity to join a firm that prides itself on building trusted, long-term relationships with its clients — providing discretionary investment management and personalised financial solutions tailored to individual goals.
The Role:
- Managing client investments on a discretionary basis, aligned with their objectives and risk profiles
- Providing clear, professional, and proactive investment advice
- Maintaining and nurturing strong, long-term client relationships through regular contact and review
- Representing the firm with professionalism and integrity when dealing with clients and introducers
- Contributing to new business growth by introducing additional funds under management
- Ensuring full adherence to compliance, regulatory, and consumer duty requirements
About You:
- CISI Level 6 or 7 qualification (Chartered or close to completion)
- At least 5 years’ experience in discretionary investment management
- A genuine commitment to client service and relationship building
- Strong communication and presentation skills with the ability to simplify complex information
- Collaborative working style and a passion for professional excellence
- A strategic and analytical mindset, with the confidence to make sound investment decisions
- Available for occasional travel for some client meetings
What’s on Offer:
- Salary up to £75,000 depending on experience
- Attractive pension scheme (7.5% employer contribution)
- Private medical, life insurance, and income protection
- Hybrid working (3 days office-based)
- 25 days annual leave + bank holidays (buy/sell up to 5 days)
- Funded professional development and further qualifications
- Discretionary performance-related bonus
- Supportive, inclusive culture with a focus on long-term career growth and client success
This is a fantastic opportunity for an experienced Investment Manager who values long-term relationships over short-term transactions, and who takes pride in delivering exceptional outcomes for clients. Apply today or for more information, please contact NJR Recruitment quoting NJR16207.
Senior Investment Manager in Harrogate employer: NJR Recruitment
Join a leading independent investment and wealth management firm in Harrogate, where you will thrive in a supportive and inclusive culture that prioritises long-term client relationships and professional excellence. With competitive salaries, an attractive pension scheme, and opportunities for funded professional development, this role as a Senior Investment Manager offers not just a job, but a meaningful career path focused on personal and client success.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Manager in Harrogate
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like NJR Recruitment, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like NJR Recruitment.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like NJR Recruitment.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including NJR Recruitment, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Investment Manager in Harrogate
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like NJR Recruitment want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to NJR Recruitment.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at NJR Recruitment will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to NJR Recruitment. Numbers speak louder than words!
How to prepare for a job interview at NJR Recruitment
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like NJR Recruitment want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withNJR Recruitment.
