Senior Investment Manager | IMD | Investment Director
Base Salary: £100,000 – £120,000
30 Month OTE: £875,000
Industry Leading Bonus Revenue Scheme
Wealth Management – Stockbroking – Investment Management
Edinburgh, UK
Pension with matched contributions
Private Medical Insurance | Employee Assistance Programme | Dental Insurance
We’re offering one of the strongest financial packages in the UK wealth market, backed by independent ownership, and a culture built around autonomy, integrity, and genuine client care not corporate KPIs.
Why This Role Is Different – A market‑leading Golden Hello
We recognise the value of your client relationships. That’s why we offer a Golden Hello, designed to reward genuine portability and long‑term commitment.
A culture IMs actually want to work in
- No pressure‑selling
- No short‑term product targets
- No corporate bureaucracy
- Just the freedom to serve clients the right way, with the backing of a respected, established firm
What You’ll Do
- Manage and grow a portfolio of HNW and UHNW clients with complete autonomy
- Deliver discretionary and advisory investment solutions aligned to long‑term client goals
- Build deep, multi‑generational relationships rooted in trust and performance
- Shape your own strategy, supported by a highly experienced investment, research, and operations team
- Contribute to the firm’s reputation for integrity, stability, and exceptional service
What You Bring
- A proven track record as an Investment Manager in the UK market
- A portable book of loyal clients (typically £20M–£100M+)
- Strong investment judgement and a client‑first mindset
- FCA-authorised (or eligible) with deep knowledge of suitability, risk frameworks, and portfolio construction
- A desire for a long‑term home where you can build, grow, and stay
Why Join Us
- Financially unmatched for IMs with portable books
- Independent, stable, and privately owned, no shareholder pressure
- Outstanding heritage with a modern, forward‑thinking approach
- Exceptional retention, IMs stay because the culture works
- A genuine career home, not a stepping stone
Ready to explore a move?
If you’re an Investment Manager who wants freedom, financial upside, and a firm that respects your craft, this is the opportunity of a lifetime, that finally aligns with your value and maximises your personal earnings to generational levels of wealth
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