Investment Manager

As an Investment Manager, some of your responsibilities will include:

• To look after and support client needs on an advisory basis.


• To execute the annual Business plan in line with agreed individual targets


• 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


• Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients' needs


• To construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk


• To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate


• To work in partnership with Financial Planning (FP)and Professional Services (PS) colleagues to develop client relationships
  
  Understanding of the financial services industry and investment market


• Experience of managing client investment portfolios and providing investment advice on an advisory basis.


• Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy


• Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions


• Ability to work well in pressurised environment and prioritise work, Hold a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional
  
  Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.


We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• Competitive salary


• Private medical insurance


• Life assurance


• Pension contribution


• Hybrid working model (role dependant)


• Generous holiday package


• Option to purchase additional holiday


• 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.