Job Description
If you're an experienced Investment Manager who's ready to step out from behind the committee and actually lead one, this could be the role you've been waiting for. Based in Marlow and backed by a national financial planning group, this Chartered Wealth Management firm is looking for someone to own its investment proposition — not just contribute to it.
Salary Up to £75,000
The firm manages internally constructed model portfolios — both discretionary and advisory — alongside external multi-asset funds, and is seeking someone to lead that proposition with authority and expertise. The successful candidate will serve as the firm's primary investment authority, sitting at the heart of the Investment Committee and driving strategy, selection, and performance oversight.
This is not a back-office role. The Investment Manager will engage directly with fund managers, work alongside private clients, and shape the direction of a proposition that sits at the core of the firm's client value offering.
Key Responsibilities
The Investment Manager will be responsible for:
* Leading investment selection, constructing and managing model portfolios across platforms, and ensuring all portfolios are managed in line with stated objectives and the firm's investment proposition
* Maintaining and developing the firm's fund buy list through ongoing research, performance assessment, and market analysis
* Chairing and coordinating the Investment Committee, including preparing pre-meeting materials and driving informed decision-making
* Producing clear, professional client-facing portfolio updates on at least a quarterly basis
* Building and maintaining relationships with fund managers, product specialists, and fund house representatives — including negotiating fee discounts where appropriate
* Managing and mentoring the investment management team, delivering training on investment topics and the firm's proposition
* Collaborating with counterparts across the wider group through quarterly meetings and ongoing informal dialogue
* Supporting the production and quality assurance of portfolio factsheets in conjunction with the central investment team
* Maintaining all documentation required to meet the firm's regulatory and compliance obligations
Qualifications
Essential:
* CFA Investment Management Certificate (Level 4)
* CISI Chartered Wealth Management (Level 7)
The Ideal Candidate
The firm is looking for a motivated, commercially minded investment professional with a demonstrable track record in portfolio management and investment strategy. The right candidate will bring strong knowledge of FCA standards and legislation, the ability to communicate complex investment concepts clearly to both clients and colleagues, and the interpersonal skills to build lasting relationships with external fund managers and internal stakeholders alike.
Experience within an IFA or wealth management environment is highly desirable. The firm values individuals who are intellectually curious, driven by quality outcomes for clients, and ambitious to grow alongside a business that is actively expanding its reach and reputation.
This represents a genuine opportunity for an Investment Manager to step into a leadership role with real influence — in a firm that combines the intimacy of an IFA practice with the resources and career development of a national group.