Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
Investment Manager
What will you be doing?
We’re seeking an ambitious individual to join our Investment Management team in Bristol. This is an exceptional opportunity to join a hi-profile team where you will have substantial client contact and become the main point of contact for clients as you build trusted relationships.
You will be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's investment philosophies & process.
As an Investment Manager, your responsibilities will include among others:
1. To look after and support client needs
2. To execute the annual Business plan in line with agreed individual targets
3. To build new client relationships and develop existing client relationships through effective, ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
4. Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
5. To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
6. To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
7. To place deals accurately and in a timely fashion
8. To work in partnership with Financial Planning (FP) colleagues to develop client relationships
9. Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
10. To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
11. Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
12. Understanding of the financial services industry and investment market
Qualifications
Skills and Experience
To be successful in this role, you should:-
13. Have at least 1 year's experience of managing client investment portfolios and providing investment advice (ideally 2-3yrs is desirable)
14. Have confidence in building client relationships and speaking/meeting with clients
15. Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
16. Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
17. Ability to work well in pressurised environment and prioritise work
18. Excellent communication skills both written and verbal and advanced numeracy and analytical skills
19. Experience of leading pitches and winning new business
20. Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
Qualifications:-
21. Hold a relevant Level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing (APS). Relevant qualification would be IAD & CWM or IMFC and CFA.
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
22. Competitive salary
23. Private medical insurance
24. Life assurance
25. Pension contribution
26. Hybrid working model (role dependant)
27. Generous holiday package
28. Option to purchase additional holiday
29. Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.