TOWCESTER
Senior Investment Manager – Harrogate – Up to £75k – ybrid
About the Role:
We are seeking a Senior Investment Manager to manage clients’ investments, providing advice to meet objectives within declared risk profiles and in line with firm processes. The role involves representing the firm to clients, introducers, and stakeholders, maintaining excellent client relationships, and fostering a culture of compliance throughout the organisation.
Key Responsibilities:
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Manage client investments and provide appropriate investment advice.
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Maintain strong client relationships and represent the firm externally to develop business.
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Manage support staff where applicable.
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Develop professional expertise through on-the-job training, formal learning, and qualifications.
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Ensure adherence to Consumer Duty, FCA standards, honesty, integrity, and the firm’s Code of Conduct.
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Contribute to team objectives and support a culture of collaboration, creativity, and commitment.
Candidate Requirements:
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CISI Level 6 or Level 7 qualification.
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Minimum of 5 years’ experience in investment management.
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Exceptional interpersonal, communication, analytical, and problem-solving skills.
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Ability to collaborate with stakeholders at all levels.
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Demonstrates creativity, commitment, and collaborative values.