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19 Days Ago
Othery, Sedgemoor, Somerset, England, GBR
Hybrid
91 Employees
Senior level
91 Employees
Senior level
Financial Services
The Senior Investment Manager will oversee client investment management, providing tailored advice and ensuring compliance with regulations. The role involves maintaining client relationships, representing the company to clients, and fostering a culture of compliance while managing support staff and developing professional expertise.
19 Days Ago
Othery, Sedgemoor, Somerset, England, GBR
Hybrid
91 Employees
Senior level
91 Employees
Senior level
Financial Services
Manage clients’ investments and provide investment advice to meet their objectives while ensuring compliance with regulations. Build and maintain client relationships, introduce new funds, and manage supporting staff. Foster a culture of compliance and continuous professional development within the company.
20 Days Ago
Othery, Sedgemoor, Somerset, England, GBR
Remote
91 Employees
Senior level
91 Employees
Senior level
Financial Services
The Senior Investment Manager will manage clients’ investments, provide advisory services, develop client relationships, ensure compliance with regulations, and introduce new funds to the business. They will also maintain high standards of client service and compliance, support staff in achieving objectives, and ensure compliance with relevant financial regulations.
20 Days Ago
Othery, Sedgemoor, Somerset, England, GBR
Remote
91 Employees
Senior level
91 Employees
Senior level
Financial Services
The Senior Investment Manager at Titan Group will manage client investments on a discretionary and advisory basis, ensuring compliance with regulatory standards and maintaining strong client relationships. The role involves introducing new funds, ensuring client suitability, and overseeing support staff in meeting their objectives.
20 Days Ago
Othery, Sedgemoor, Somerset, England, GBR
Remote
91 Employees
Senior level
91 Employees
Senior level
Financial Services
The Senior Investment Manager will manage client investments on a discretionary and advisory basis, ensuring alignment with client objectives and regulatory compliance. Responsibilities include maintaining client relationships, developing investment strategies, managing compliance, and enhancing personal and team development.
23 Days Ago
Harrogate, North Yorkshire, England, GBR
Hybrid
91 Employees
Entry level
91 Employees
Entry level
Financial Services
This role involves supporting financial advisers by maintaining client information, preparing for meetings, and ensuring compliance with financial regulations. Key tasks include updating client data, preparing reports, managing communications with clients and providers, and maintaining effective client records.
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