Investment Manager in Manchester

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

The purpose of the role is to provide investment management services and/or investment advice to a range of private and semi-institutional clients.

Responsibilities:

• Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs.
• Assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
• Ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
• Document all client relationships and obtain required information from the client on a timely basis.
• Provide investment advice appropriate to the client’s needs, in compliance with all relevant rules, regulations and in-house policies and procedures.
• Understand the client’s investment objectives, risk profile, investment experience and financial resource.
• Attend and participate in relevant company meetings as required.
• Provide clients and/or their agents with information and reports about their investment transactions, income payments and investment performance.
• Ensure all operations affecting clients are carried out in accordance with FCA rules.
• Ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.

This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.

Qualifications required:

• Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.
• Level 7 Chartered Wealth Manager or equivalent.

Skillset required:

• Previous experience within private client investment industry essential, particularly managing HNW clients.
• An ambitious and driven character.
• Deep understanding of financial markets with strong technical abilities.
• Strong communication skills and relationship building ability.

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential.

Core Benefits:

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme.
• Pension Scheme: A non-contributory company pension scheme.
• Private Medical Insurance: Single cover as standard.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.