Bayford Hale
Investment Manager
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Investment Manager Milton Keynes OR Cambridge Hybrid Working Salary: £57,000 - £85,000 + Car Allowance + Excellent Benefits
We're partnering with a leading UK financial services organisation to recruit an Investment Manager to join its growing Milton Keynes or Cambridge based team.
This is an excellent opportunity to work alongside a successful Corporate & Commercial Banking division, managing relationships with High Net Worth individuals, business owners and senior professionals. You'll inherit and develop an established portfolio, delivering tailored investment advice while helping clients achieve their long-term financial objectives.
The Role
As an Investment Manager, you will:
- Manage and develop a portfolio of High Net Worth clients.
- Deliver regulated investment advice tailored to each client's financial goals.
- Work closely with Corporate & Commercial Banking colleagues to identify referral opportunities.
- Build long-term client relationships, increasing assets under management and deepening client engagement.
- Provide expert guidance across investment solutions and wider wealth management matters.
- Keep abreast of financial markets, investment trends and regulatory developments.
- Ensure all client advice and records remain fully compliant with FCA requirements.
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About You
We're looking for individuals who have:
- A minimum Level 4 Diploma in Financial Planning (or equivalent).
- A proven track record of providing regulated investment advice.
- Experience working with High Net Worth or affluent clients.
- Strong knowledge of investment markets, portfolio management and wealth management solutions.
- Excellent relationship-building, communication and influencing skills.
- A commercial mindset with the ability to develop new business opportunities.
What's on Offer
- Competitive salary (£57,000–£85,000 depending on experience)
- £6,000 Car Allowance
- Hybrid working
- Private Medical Insurance
- Generous pension and life assurance
- 30+ days annual leave plus bank holidays
- Comprehensive wellbeing and flexible benefits package
- Excellent career progression within a leading UK wealth management business
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If you're an experienced Investment Manager looking to join a highly regarded financial services business with an established client base and a strong internal referral network, I'd be delighted to tell you more.
Who We Are
At Bayford Hale, we are a specialist search and recruitment firm partnering with wealth management, private banking, asset management, family office and financial planning businesses across the UK, Europe and the Middle East. We connect exceptional professionals with market-leading organisations through a discreet, relationship-driven approach, delivering long-term recruitment solutions built on trust and industry expertise.
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