About the job
Are you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership? Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team. You will play a pivotal role in managing client portfolios, developing new business, and ensuring compliance with regulatory standards while leading a skilled team of investment management professionals.
Key Responsibilities
Client Management
- Build and maintain strong client relationships, acting as their trusted investment advisor.
- Deliver bespoke portfolio updates and respond to client queries.
- Develop comprehensive risk management and tax planning strategies.
- Prepare and present reports and reviews tailored to client needs.
Discretionary Portfolio Management
- Develop and execute tailored investment strategies across multi-asset portfolios.
- Monitor portfolio performance and make adjustments to optimise returns.
- Conduct detailed financial research and analysis to identify opportunities.
- Leverage financial modelling for informed investment decisions.
Branch Principal Duties
- Ensure compliance with all the firm’s policies, regulatory requirements, and risk-management standards.
- Manage branch operations, audits, and client accounts.
- Provide leadership, technical direction, and training to team members.
- Stay abreast of market trends and regulatory changes, ensuring best practices.
Essential Skills & Experience
- Proven expertise in discretionary portfolio management and business development.
- Strong quantitative, critical thinking, and risk management skills.
- In-depth knowledge of investment and insurance products.
- Demonstrated ability to build a book of business (ideally bringing a client base).
- Effective communication, networking, and leadership abilities.
- Experience with financial planning tools such as FE Analytics or Morningstar is a plus.
Qualifications
- Bachelor’s degree in finance, economics, business, or a related field.
- CFA (Chartered Financial Analyst) or Certified Financial Planner qualification.
- MBA or similar postgraduate degree (desirable).
What’s On Offer
- A collaborative and dynamic working environment at the firm’s Maidstone office.
- Opportunity to lead and grow within an established and trusted financial institution.
- Salary up to around £100,000 and a competitive benefits package.
- Hybrid working
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