Job Description:

Senior Investment Manager | IMD | Investment Director

Base Salary: £100,000 - £120,000

£875,000 OTE in 30 months

Industry Leading Bonus Revenue Scheme

30 Month OTE: £875,000

Wealth Management – Stockbroking – Investment Management

Edinburgh, UK

Pension with matched contributions

Industry Leading Bonus Revenue Scheme

Private Medical Insurance | Employee Assistance Programme | Dental Insurance

A career-defining move for top‑quartile IMs with a portable book

If you’re an established Investment Manager with a loyal client base and a reputation for delivering exceptional long‑term outcomes, this is the opportunity that finally matches your ambition.

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.