Senior Investment Manager

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.

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.

• 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

• 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

• 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

• 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