Investment Manager (IFA) - Northampton - Up to £70,000
A highly-reputable wealth management practice is seeking an Investment Manager to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. As a firm they have both a wealth management and asset management arm, so someone with experience in both would be ideal.
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
* Experience within wealth or asset management (typically 2-5 years)
* 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% (increases to 8% after successful 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
There is no work‑from‑home policy, as the Investment and Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards.
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