Investment Manager

Description

As an Investment Manager, you will support the provision of high-quality, professional investment management services to private clients and intermediaries. You will utilise your skills and knowledge of investments and stock markets to ensure the client’s investment strategy aligns with their financial goals.

Key Responsibilities

Responsible for the management of client portfolios.
Writing client report material, ensuring agreed timescales are achieved.
Reviewing and maintaining existing client relationships, including interface with financial advisors.
Completing due diligence on investments and monitoring the performance holdings.
Constructing portfolios based on the “Preferred Stocks” list.
Submitting deals on behalf of clients.

Skills, Knowledge and Expertise

Level 6/7 CISI qualification.
Bachelor’s Degree (finance/economics related preferable).
Previous experience in a similar role with an asset management firm.
Knowledge and understanding of FCA conduct of business rules and suitability requirements.
Be able to work under pressure to deadlines, ensuring accuracy and high levels of attention to detail at all times.
A comprehensive knowledge of all aspects of investments and stock markets.
Excellent interpersonal skills: able to listen, empathise, and build trust with individuals and teams, motivating and coaching them to perform at a high level.

Please refer to our job description to review the responsibilities and person specification in more detail.

Benefits

30 days holiday plus public holidays
Wellbeing day
Birthday holiday
Volunteering day
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Eyecare vouchers
Family leave
Hybrid working
Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.

We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.

In 2022, we continued to onboard new team members and made 85 hires, resulting in an overall growth of 42%. We are the proud winners of the Yorkshire Financial Awards 2023 Best Employer award for the second year running.