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Investment Client Manager

Barnett WaddinghamBristol, England🇬🇧United KingdomPosted 19 Oct 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
Bristol, England, United Kingdom
Posted
8 hours ago
CFA

Job Description

Investment Client Manager

United Kingdom

We have an exciting new opportunity for an Investment Client Manager to join our Investment Consulting area. This is a permanent, full-time role that can be based in any of our Glasgow, Bristol, Cheltenham, Birmingham, Amersham, Leeds, Liverpool or London offices, working on a hybrid basis.

  • Reviewing/checking investment performance reports

  • Drafting investment advice to address the specific needs of clients

  • Carrying out miscellaneous calculations

  • Assisting with investment manager research

  • Calculating liability projections and analysing actuarial valuation results and cashflow projections

  • Carrying out analysis of investment strategies

  • Training and developing junior members of the team

  • Undertaking Personal Development Reviews for junior members of the team and carrying out performance coaching

  • Client management, taking responsibility for allocation and completion of work, and meeting deadlines, working directly with senior members of the client teams

  • Attending client meetings and taking an increasingly active role, helping to deliver investment advice to clients

  • Direct responsibility for some complex projects/tasks

We would like to hear from you if you have:

  • Completed or an expectation of completing the actuarial or CFA exams within the coming 18 months.

  • Prior experience of working in an investment analyst role

  • IT skills to perform all aspects of work efficiently.

  • Developed presentation skills to small/medium-sized audiences

  • Minimum of GSCE Grade "5" or "C" in Maths and English.

What's in it for you:

  • Competitive discretionary annual bonus.
  • Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover.
  • A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
  • 25 days' annual leave, increasing to 27 days after five years' service.
  • Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle.
  • The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility

If you require reasonable adjustments or want more information on accessibility, please let us know

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  • Job Identification 1169
  • Job Category All Jobs
  • Posting Date 10/16/2026, 11:49 AM
  • Locations United Kingdom Amersham, United Kingdom Birmingham, United Kingdom Bristol, United Kingdom Cheltenham, United Kingdom Glasgow, United Kingdom Leeds, United Kingdom Liverpool, United Kingdom London, United Kingdom
  • Full time