Private Client Investment Manager

Strabens Hall requires a bright and articulate individual to join the Investment Services Team at its offices in Soho, London W1.

Job Role: Private Client Investment Manager

Contract: Permanent Full Time

Location: Soho, London (UK) with flexible home working

About Strabens Hall

Established in 2007, the firm employs circa 20 people and provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad.

The firm acts for a wide range of clients, and is recognised as being a leader in its field by both third party professionals and industry media, and has won a range of high profile industry awards.

Accountabilities

The main accountabilities of the role are:

1.    Developing and expanding on the company’s investment offering by both working with the existing adviser and investment teams, and bringing in new mandates and clients to the business

2.    Making sure portfolios are constructed and managed in accordance with the clients mandate, objectives and risk profile

3.    Contributing to the continued improvement of the client experience and the firm’s knowledge base

The successful candidate will be IMC or at least CISI level 4 qualified and with a minimum of five years’ experience of managing their own book of clients.

Who will this role suit?

The role will suit an individual who wishes to move away from a single, house-led investment role into a more strategic role in investment consultancy.

The ideal candidate will be someone a positive and dynamic attitude who also has a strong and conscientious work ethic, and is keen to get broad-based experience across financial planning and investment management at a leading advisory firm.

Support for professional study is available and the company actively encourages staff to progress their careers.

Compensation will be agreed with the successful candidate in line with their experience, to include salary, potential bonus and benefits.

The core hours are 09:00 to 17:30 Monday to Friday, but at times there will be a requirement to work outside these, including attendance at events the company organises for clients and professional connections.

Why work with Strabens Hall?

Strabens Hall is a multi-award winning firm, recognised for its professionalism and standards throughout the industry.  Amongst its employees, past and present, it is rated 5* (see glassdoor review here).

Our team are a group of talented individuals from different backgrounds and ages, with differing skillsets, and we work with a collegiate approach where we value individual’s ideas and opinions.

We have regular team social events and outings twice a year and ensure we keep our employees’ wellbeing at heart.

Additional perks come as standard:

– Competitive salary

– Company Pension and health care scheme

– Season ticket scheme

– Cycle to work scheme

– Centrally-based offices in the heart of London with access to multiple methods of transport and allowing you access to a huge variety of restaurants, cafes, bars and shops

Contact us here with your CV to discuss in more depth.