The Investment Director will have responsibility for client management as well as leading, motivating and developing their team to achieve strategic objectives.

Reports to Managing Director

Supervisory responsibilitiesSenior Investment Managers, Investment Managers, Investment Assistants, Administrators

Personal profile Likely to be a Chartered Fellow of the Chartered Institute for Securities & Investment and have over 10 years’ experience within Investment Management. Must be able to demonstrate strong client relationships (minimum £100m FUM operated on a discretionary basis) and a professional intermediary network of contacts. The Director will be expected to operate at a strategic level with a strong enthusiasm to meet the long term business plan, motivating their direct reports to do likewise.

Key responsibilities

Client management

  • Advise and manage the investment of clients, primarily on a discretionary basis, to meet their investment objectives within the scope of their declared risk profile
  • Enjoy a personal relationship with clients and their other advisors, regularly communicating with them to ensure their investment needs are met and the ongoing suitability of their investment strategy
  • Ensure all operations affecting their clients are carried our in accordance within FCA rules and the internal investment management framework
  • Ensure clients are treated fairly by knowing the customer and giving suitable advice, providing and appropriate level of service and communicating clearly
  • Grow their FUM on an annual basis

Business development

  • Actively seek new business by developing a close network of professional intermediaries

Team management

  • Manage and lead the team in the delivery of personal and business strategic objectives
  • Deliver T&C responsibilities

Business support

  • Work with the Managing Director and Chief Investment Officer to develop business processes and ensure investment management within the internal framework specified
  • Meet the business’ organisation and regulatory responsibilities


  • Competitive salary (based upon experience and level of client relationships)
  • Formulaic bonus arrangement
  • Pension, Life Assurance, Private Medical and other company benefits
  • Part of a modern business culture
  • Based in Manchester office