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Investment Manager

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  • Salary: £40000 - £45000
  • Location: Dorset
  • Ref: JH0609

An exciting opportunity has arisen for an experienced Investment Manager to join a well-established and growing team in Dorset.  Working alongside Senior Directors of the business.  

Investment Manager responsibilities include...

  • The work will involve private client management, research and general fund management support.
  • This will include personal capital gains tax, asset allocation and structure of the Funds, along with their administration and investment management processes. 
  • Private client’s portfolio management will include the following:
  • Asset allocation including rebalancing of portfolios and liquidity.  Day to day reviews of client’s portfolio to include monitoring and collating information for the client’s mangers; this will include a certain amount of general client administration work.  Statistical work will include the collection, maintenance of data.  This is also used in support of monthly Fact Sheets, Quarterly Reports. 
  • To carry out general duties in the investment department
  • To maintain a detailed knowledge of all aspects of the investment and markets
  • To maintain detailed knowledge of all technical procedures to day to day dealing.
  • To ensure compliance with FCA requirements, the branch manual, code of conduct policies and T&C framework.

Investment Manager requirements include...

Knowledge and Skills 

 Excellent, proven interpersonal, verbal and written communication skills Demonstrate high attention to detail within your work


Level 6 CISI Diploma
Level 7 CISI Desirable


Track record of strong personal organisation capabilities
Reassuring and effective telephone manner


Consultant contact