Investment Manager – CISI or CFA

  • Location

    United Kingdom

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  • Contact:

    Nick Gilmour

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​​Title: Investment Manager – CISI or CFA

Location: London/ South East / Home Counties / South West


Our client is an independent fund management company, authorised and regulated by the FCA. They manage portfolios for individuals, families, companies and trusts.

Offering Bespoke Portfolio Management, Managed Portfolio Services and Platform-based Managed Portfolio Services, our client is looking to grow 3x in the next 5 years. The average portfolio is £1-2m, and they are looking to add to their Investment Managers team, with individuals who can bring a book of business with them, and have the opportunity to manage their clients on a more personal basis than.

You will have access to highly qualified Financial Advisors and a great support infrastructure in place, with a central London office for meetings.


  • You will be CISI or CFA qualified

  • You will be able to bring with you a book of business of £15m+

For full information and details please contact  as soon as possible