Job Ref: 90403
Location: Northampton
Salary: £40,000 - £55,000 Per Annum
Employment Type: Permanent
Position
Investment Manager (IFA) – Northampton – Up to £55,000
Job Summary
A highly-reputable wealth management practice is seeking an Investment Manager to join the team and take over a small client bank. Responsibilities include managing existing clients and developing new client relationships.
Key Responsibilities
* Conduct detailed research across asset classes, funds, and market themes
* Support the ongoing management of discretionary client portfolios
* Prepare client reporting, portfolio reviews, and investment updates
* Support client and adviser meetings where appropriate
* Monitor portfolio positioning, risk exposures, and performance
Requirements
* 2–5 years of experience within wealth or asset management
* Exposure to discretionary portfolio management and/or investment research
* Good understanding of financial markets, asset classes, and portfolio construction
* Progress towards or completion of CISI Level 7 (or equivalent)
Benefits
* Pension contributions matched at 6% (increased to 8% after probation)
* PMI, PHI, and Death in Service schemes after probation
* Onsite parking and gym facilities
* Holiday trading
* Cash plans
* Childcare vouchers
* Employee assistance program (EAP)
* Cycle to work schemes
* Dental insurance
* Travel insurance
* Discount / purchase schemes
* 25 days holidays plus bank holidays
Working Environment
No work-from-home policy. Managers lead pods and maintain supervisory and management responsibilities; on‑site presence required when not meeting with clients. The office is conducive to collaboration and high professional standards.
How to Apply
If you are a dedicated Investment Manager committed to excellence, please submit your CV. A specialist consultant will contact you to discuss the opportunity before submitting your CV to the client.
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