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Job Details

Closing Date
31/10/2019 17:00
03 April 2019

Investment Manager - Grampian

A fantastic opportunity has arisen for an experienced Investment Manager, who values autonomy and transparency of earnings, to grow their existing client bank based in the busy market town of Huntly.  Our Grampian office is ideally located in the heart of Aberdeenshire and only a few minutes’ walk from Huntly railway station.

About the Grampian Office

The office is responsible for the day-to-day management of advisory and discretionary portfolios, as well as execution-only stockbroking. We ensure that our clients’ specific individual needs are central to the entire investment management process, when creating and managing portfolios, and adopt a personal approach to investment with regular client contact at the heart of everything we do.

What you will be doing

Supported by our internal research committees, as well as external providers, you will be able to utilise your expertise and knowledge to create, advise and manage individually-tailored portfolios that are designed to achieve your client’s investment objectives and timescales. Free from any restrictions to use house models, in-house buy lists or in-house funds, you will be able to create and manage truly bespoke portfolios. This role will also allow you to develop and expand your client network using business development strategies.

What you will bring to the team

A keen eye for detail along with excellent written and verbal communication skills, with a focus on providing outstanding client care. A detailed knowledge of all aspects of investments and stock markets generally. Working closely with clients, you will need to be confident with an outgoing and friendly manner. You will be able to demonstrate good time management skills as well as the ability to work well within a team. The role requires an appropriate RDR compliant qualification relating to securities such as the CISI level 4 Investment Advice Diploma or equivalent.


In return, we offer a competitive total reward package: A range of engagement options are available and would be discussed as part of the recruitment process.

If you are looking to progress at an award-winning firm that is proud of its history and values its people, please call Dee on 0113 200 6591 for an informal discussion about the role.
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