Investment Manager
Quilter —Manchester
- Full-time
- Communication skills
9d
Head of New Business & Implementation – Procurement & Supply Chain
TVS Supply Chain Solutions —Chorley
- Full-time
- Hybrid work
- Continuous improvement
- No degree
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
14d
Hotel Financial Controller
The Dalmeny Resort Hotel —Lytham St. Annes
- £37,500 - £42,000 a year
- Full-time
- Hybrid work
- Hotel
- In-person
- Communication skills
- Free parking
- Work from home
Quick apply
2d
Financial Controller
Reliant TV (St Annes) Limited —Blackpool
- £50,000 - £60,000 a year
- Full-time
- Bachelor's degree
- In-person
- Accounting
- Employee discount
Quick apply
Finance Operations Manager
University of Liverpool —Liverpool
- £47,389 - £59,966 a year
- Full-time
- Hybrid work
- Analysis skills
Finance Manager
TRF Restaurants Limited —Lytham St. Annes
- £20 - £25 an hour
- Part-time
- Management
- Supervising experience
- Accounting
- Flexitime
Quick apply
Credit Controller/Accounts Assistant
Zooki —Blackpool
- £27,000 - £30,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Health & wellbeing programme
- Work from home
Quick apply
10d
Senior Credit Manager
PYRAMID DISPLAY MATERIALS LTD —Manchester
- £45,000 - £55,000 a year
- Full-time
- English
- Team management
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
9d
FP&A Manager
Clear Business —Sale
- Up to £70,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Accounting
- Free parking
- Employee discount
Quick apply
Finance Operations Manager
ClearCourse —Manchester
- Full-time
- Hybrid work
- Financial services
- Employee discount
Quick apply
Credit Control Manager
EG On The Move Ltd —Blackburn
- Up to £50,000 a year
- 8 hour shift
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Quick apply
9d
Full-Time Finance & Data Analysis Manager
Northern Community Bank —Burnley
- £45,000 - £50,000 a year
- Full-time
- Data analysis skills
- Analysis skills
- In-person
- Annual leave
Quick apply
10d
Supply Chain & Procurement - Senior Manager - Defence
Pwc UK —Manchester
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Travel
Manager, HR Due Diligence, Value Creation Services, M&A
Deloitte —Manchester
- Hybrid work
- English
- Business development
- Analysis skills
Head of Finance
Loreto Sixth Form College —Manchester
- £66,636 - £68,094 a year
- Full-time
- Financial services
- Budgeting
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
1d
Senior Finance Manager
The Pilot Group —Manchester
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- ERP systems
- Budgeting
Quick apply
14d
Senior Finance Systems Manager
DWF —Manchester
- Full-time
- Hybrid work
Finance Manager
CarFinance247 —Manchester
- £60,000 a year
- Computer literacy
- AI
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Finance and Administration Manager
Rochdale Council —Rochdale
- £40,777 - £47,181 a year
- Budgeting
Finance Controller - Freight Services
GBA Logistics —Warrington
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Accounting
- Recruiting
- Business
- Work from home
- Sick pay
Quick apply
7d

I want to receive the latest job alerts for finance manager in euxton, lan

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Investment Manager

Quilter -
Manchester

Apply Now

Job details

Full-time
9 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Investment
Financial Conduct Authority guidelines
Client engagement
Communication skills

Full job description

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.

Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 4 and 5

Department: Investment Management

Location: Manchester

Contract: Permanent

The purpose of the role is too to provide investment management services and/or investment advice to a range of private and semi-institutional clients.

Responsibilities:

Attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting client’s needs, including managing client assets on a discretionary or advisory basis as well as introducing other products and services according to the overall strategy of the firm.
To assess existing and potential clients’ circumstances, investment objectives and attitude to risk, and recommend appropriate Quilter Cheviot and other professional services as relevant.
To ensure that any investment advice and decisions to trade are suitable for the client, taking into consideration their individual circumstances.
To ensure that all client relationships are properly documented and all required information is obtained from the client on a timely basis, ensuring where relevant that “know your client” information is maintained up-to-date and properly documented.
To provide investment advice appropriate to the client’s needs, and in compliance with all relevant rules, regulations and in-house policies and procedures.
To have a clear understanding of the client’s investment objectives, risk profile, investment experience and financial resource and be clear about the suitability of the recommendations to advisory clients and of the transactions effected for clients under a discretionary mandate.
To attend and participate in relevant company meetings as required in the various other aspects of the Quilter Cheviot investment selection process.
To provide clients and/or their agents with such information and reports about their investment transactions, income payments and investment performance as requested and/or specified in the terms and conditions of the relevant service.
To ensure all operations affecting clients are carried out in accordance with FCA rules, i.e. AML checks, suitability advice, avoiding market abuses such as churning and front running, establishing that up to date client agreement letters are on file for clients
To ensure that Quilter Cheviot fulfils its obligations to Treating Customers Fairly.

The role is a Certification role, Certification Functions 4) Functions requiring qualifications and 7) Client-Dealing

Consumer Duty.

This role will directly impact good customer outcomes by ensuring that our end client and intermediated propositions are well researched, meet client needs, are competitive, and provide value for money.

About You

Qualifications required:

Professional qualifications as specified by the relevant regulatory authority and the Company’s T&C Scheme.
Level 7 Chartered Wealth Manager or equivalent

Skillset required:

Previous experience within private client investment industry essential, in particular managing HNW clients
An ambitious and driven character
Deep understanding of financial markets with strong technical abilities
Strong communication skills and relationship building ability

#LI-VS1 #QC #QuilterCheviot

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Apply Now

Refine Your Search

finance manager jobs in euxton, lan

Investment Manager

Head of New Business & Implementation – Procurement & Supply Chain

Hotel Financial Controller

Financial Controller

Finance Operations Manager

Finance Manager

Credit Controller/Accounts Assistant

Senior Credit Manager

FP&A Manager

Finance Operations Manager

Credit Control Manager

Full-Time Finance & Data Analysis Manager

Supply Chain & Procurement - Senior Manager - Defence

Manager, HR Due Diligence, Value Creation Services, M&A

Head of Finance

Senior Finance Manager

Senior Finance Systems Manager

Finance Manager

Finance and Administration Manager

Finance Controller - Freight Services

I want to receive the latest job alerts for finance manager in euxton, lan

Explore jobs in more locations

About the Business

About the Role

About You

Jobseeker tools

Employer Tools

Browse

Stay Connected