Investment Manager
Perm
Manchester
Greater Manchester
To £110,000 + bonus + benefits
Financial Services
Investment Management
667546
You can inherit a portfolio anywhere.
How often do you get to shape the proposition?
This is an opportunity to help develop a bespoke DFM capability inside a well-established wealth business with serious HNW potential.
It’s a unique role in the firm so you'll be in pole position to drive what happens. And as the proposition develops so will your influence.
Package wise you'll get:
THE JOB
You’ll work alongside exceptional financial planners who'll get you to sit in on joint meetings with £2m+ clients. And you’ll help define how the bespoke DFM offering is positioned, structured and delivered.
Yes, there’s portfolio construction involved - you need to be technically credible - but this isn’t just about running money.
You’ll have a say in:
THE COMPANY
This business is a national Chartered Accountancy firm with a top class financial planning arm. The majority of clients are business owners and have significant net worth.
The DFM is being developed to cater for their specific needs. As of now, it is an untapped client book.
HERE'S WHAT YOU'LL NEED:
You’ll suit this if:
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If you’d rather shape a DFM than simply manage one, let’s talk.
Contact me or click apply. Don't worry if you don't have a CV - we can come to that later.
Everyone will receive a response.
How often do you get to shape the proposition?
This is an opportunity to help develop a bespoke DFM capability inside a well-established wealth business with serious HNW potential.
It’s a unique role in the firm so you'll be in pole position to drive what happens. And as the proposition develops so will your influence.
Package wise you'll get:
- A salary of up to £110,000
- Bonus
- Hybrid working
- 25 days holiday + bank holidays
- The chance to buy or sell up to 5 days a year
- Pension
- Healthcare
- Income Protection
- Life Assurance
THE JOB
You’ll work alongside exceptional financial planners who'll get you to sit in on joint meetings with £2m+ clients. And you’ll help define how the bespoke DFM offering is positioned, structured and delivered.
Yes, there’s portfolio construction involved - you need to be technically credible - but this isn’t just about running money.
You’ll have a say in:
- How the DFM is articulated to clients
- How the team scales over time
- How the investment philosophy evolves
- How portfolios are built
- How the investment philosophy evolves
THE COMPANY
This business is a national Chartered Accountancy firm with a top class financial planning arm. The majority of clients are business owners and have significant net worth.
The DFM is being developed to cater for their specific needs. As of now, it is an untapped client book.
HERE'S WHAT YOU'LL NEED:
You’ll suit this if:
- You can genuinely construct portfolios, not just present them
- You’re comfortable in front of advisers and HNW clients
- You want influence, not just responsibility
- You see career leverage in helping build something
--------------------------------------------------------------------------------------
If you’d rather shape a DFM than simply manage one, let’s talk.
Contact me or click apply. Don't worry if you don't have a CV - we can come to that later.
Everyone will receive a response.