Vacancies Tagged financial planning

c£50-75k+ No revenue hurdles, + profit share – Huntly, Scotland.
Our client, an award winning business offering traditional Advisory & Discretionary Investment Management  services to private clients, is seeking an experienced Investment Manager or Relationship Portfolio Manager for a Senior role in their Grampian team.

The role has become available due to a senior team member retiring and consequently there is no requirement to bring in new business as the role will take over an established book of clients. However, new client introductions would be welcomed.

This is an excellent career move for someone looking to relocate from a small owner managed house or a mid – large Investment Manager, Wealth Manager or Stockbroker looking for a smaller company environment where you will have autonomy to manage an established book of business within a group that respect an efficient, comprehensive and integrated approach to client suitability and management. In return you will be rewarded with an attractive remuneration package with no revenue based hurdles plus equity / profit share, and the potential to take on broader companywide responsibilities including risk management, P&L and staff management.

Working alongside a co-Investment Manager and supported by two trained staff, you will contribute to investment ideas and asset allocation policies through individual stock analysis and assessment of wider macro-economic instances, for both the branch and the firm’s investment committee.


  • Detailed knowledge of all aspects of investments and market sectors.
  • Be or seeking to be RDR securities qualified (level 4 CISI IAD; level 6 PCIAM or other equivalent accredited retail qualification relating to securities.
  • Positively contribute to investment ideas and asset allocation policies.
  • Be self-motivated with excellent interpersonal skills and be able to communicate well with colleagues and clients alike.
  • Possess strong time management skills and the ability to prioritise workloads.


Investment Director

Investment Director – Head of Investments – Edinburgh

Our client is a leading UK based private client investment and financial planning firm. As a major industry award winner, they offer an exciting and dynamic working environment, backed up by a solid business dating back over a hundred years with an impressive client base. After a recent period of significant change, they are looking to increase their presence in Scotland, and enlarge the size of the existing Private Client Investment Team. They are consequently seeking an Investment Director to join this expanding team in their Edinburgh Office.

You will originate from an investment background, with experience of dealing directly with High Net Worth individuals, assessing their attitude to risk, whilst working closely with them to address their investment needs. Knowledge and experience of the successful construction and management of tailored investment portfolios from both a discretionary and advisory stance is key, as is direct equity investment experience.

As Head of Investments, you will have the necessary excellent interpersonal and people management skills to enable you to successfully manage the existing team of talented investment managers. The emphasis of this role is on the individual having the key skills, gravitas and ambition to develop and drive the business forward. Ideally, you will bring a significant client base with you but in the absence of this, you will be expected to build an agreed value of assets under management within a five year period.

Remuneration for this post Investment Director role will compare well with market competitors, and will be based on the individual candidate. There is potential for an equity share scheme being awarded in the case of exceptional individuals.