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Job Details

Closing Date
07/02/2020 17:01
03 January 2020

Investment Manager - Fulham

A fantastic opportunity has arisen for an experienced Investment Manager to join our team in our Fulham Office. 

About the Fulham Office
The office is responsible for the day-to-day management of 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

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
An ability to understand and analyse complex information, 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.  Working closely with clients, you will need to be confident with an outgoing and friendly manner. You will be able to demonstrate good organisational 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.

Competitive remuneration package
If you are an experienced Investment Manager with existing client relationships and you share our vision and want to join an award-winning firm that is proud of its history, we would be interested to hear from you.  Please send you CV to Paul-Keith Jopp at
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