Investment Manager

About the role

Eden Rose, a growing boutique wealth management firm, is looking for an Investment Manager to join its team in Cirencester. You will inherit an existing discretionary client bank and work closely with senior leadership to service clients and develop the firm’s investment proposition.

Key responsibilities

• Manage and service an existing discretionary client bank.
• Conduct client portfolio reviews and meetings.
• Execute trades across advisory and discretionary portfolios.
• Monitor portfolio performance and asset allocation.
• Attend Investment Committee meetings.
• Support portfolio rebalancing and investment strategy implementation.
• Prepare suitability reports and investment documentation.
• Act as a key point of contact for discretionary investment clients.

Required profile

• Experience within discretionary investment management or wealth management.
• Strong understanding of investment markets and portfolio construction.
• Experience working with client portfolios.
• Minimum Level 4 qualification; Chartered status or progress preferred.
• Strong communication and relationship management skills.

Required skills

What we offer

• Salary up to £70,000 per year.
• Existing client bank to inherit.
• Clear progression opportunities.
• Study support available.
• Opportunity to join a growing and ambitious business.