About Company
Armstrong Watson is a leading independent accountancy firm and business adviser in the North of England and Scotland, with a dedicated and growing Financial Planning division. For over 150 years, we’ve built a reputation for providing exceptional advice and bespoke solutions to individuals, families, and businesses. Our Financial Planning team in Carlisle is committed to helping clients achieve their financial aspirations through expert wealth management, investment strategies, and financial planning tailored to their unique circumstances. We pride ourselves on building long-term relationships based on trust, integrity, and a deep understanding of our clients’ needs. Joining Armstrong Watson means becoming part of a supportive, professional, and forward-thinking environment where your expertise is valued, and your career growth is actively encouraged. We foster a culture of excellence, collaboration, and continuous improvement, ensuring our team members are equipped with the resources and development opportunities to thrive.
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Job Description
Are you an accomplished and highly client-focused Investment Manager looking to make a significant impact within a respected regional firm? Armstrong Watson Financial Planning Limited is seeking a dynamic and experienced Investment Manager to join our thriving team in Carlisle. This is a pivotal role for an individual passionate about delivering exceptional investment solutions and building enduring client relationships.
As an Investment Manager, you will be responsible for the sophisticated management of client portfolios, designing and implementing tailored investment strategies that align with individual risk appetites, financial goals, and ethical considerations. You will conduct in-depth market research, perform rigorous due diligence on investment opportunities, and continuously monitor portfolio performance to ensure optimal outcomes. Your expertise will be crucial in navigating complex market dynamics and making informed decisions that safeguard and grow our clients’ wealth. Beyond the technical aspects of portfolio management, a significant aspect of this role involves fostering strong client connections, providing clear, concise, and proactive communication regarding market trends, portfolio adjustments, and overall financial health. You will act as a trusted advisor, guiding clients through complex financial landscapes and adapting strategies to evolving market conditions and personal circumstances, ensuring transparency and trust at every step.
This role offers the unique opportunity to work within a collaborative financial planning division, leveraging the wider expertise of Armstrong Watson to provide truly holistic advice. You will contribute to the growth and development of our investment proposition, sharing insights, mentoring junior colleagues, and staying abreast of regulatory changes and industry best practices. We are looking for someone with a proven track record in investment management, a deep understanding of various asset classes, global financial markets, and an unwavering commitment to client success. If you are analytical, communicative, driven by a desire to help clients achieve their financial dreams, and thrive in a professional, supportive environment, we encourage you to apply and become a key part of our future success in Carlisle.
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Key Responsibilities
- Develop, implement, and manage bespoke investment portfolios for a diverse range of private clients, trusts, and corporate entities.
- Conduct thorough market research and financial analysis to identify suitable investment opportunities and manage risk effectively.
- Monitor and review client portfolios regularly, making proactive adjustments in line with market conditions, client goals, and risk profiles.
- Cultivate and maintain strong, long-term relationships with clients, providing regular updates, strategic advice, and comprehensive financial reviews.
- Ensure full compliance with all relevant financial regulations, internal policies, and industry standards (e.g., FCA rules, MiFID II).
- Prepare detailed investment reports, proposals, and presentations for clients and internal stakeholders.
- Collaborate with financial planners and other professional advisors within Armstrong Watson to provide integrated client solutions.
- Contribute to the ongoing development of the firm's investment proposition, research capabilities, and thought leadership.
Required Skills
- Proven experience in investment management, including portfolio construction and asset allocation.
- Strong analytical and quantitative skills with a meticulous attention to detail.
- Excellent understanding of various asset classes, financial markets, and investment products.
- Exceptional communication and interpersonal skills, capable of building rapport and explaining complex financial concepts clearly.
- Proficiency in investment analysis software and wealth management platforms (e.g., Bloomberg, Morningstar, eFront).
- Demonstrated ability to adhere strictly to regulatory guidelines and ethical standards.
- Proactive problem-solver with a client-centric approach and strong commercial acumen.
Preferred Qualifications
- CFA Charterholder or working towards it.
- CISI Investment Advice Diploma (IAD) or equivalent Level 4/6 qualification (e.g., CISI Masters in Wealth Management).
- Master's degree in Finance, Economics, or a related quantitative field.
- Established network of professional contacts in the Cumbria region.
Perks & Benefits
- Competitive salary package with performance-related bonus scheme.
- Generous pension contribution scheme with employer matching.
- Comprehensive private medical insurance and health cashback plan.
- Life assurance and income protection.
- Dedicated budget for continuous professional development, training, and support for professional qualifications.
- Supportive and collaborative work environment with clear opportunities for career progression and leadership.
- Flexible working options considered to support work-life balance.
- Employee assistance programme and wellness initiatives.
How to Apply
We invite passionate and qualified candidates to join our esteemed team. To apply for this role and learn more about career opportunities at Armstrong Watson Financial Planning Limited, please click on the application link below.
