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Investment Management Associate Location: Blackpool (hybrid working available) Salary: £35,000-£60,000 Overview An established discretionary wealth management firm is seeking an Assistant Investment Manager (Client Dealing) to support Investment Managers in delivering high-quality portfolio management and client service. This role provides comprehensive investment and administrative support, ensuring efficient portfolio oversight, accurate client reporting, and adherence to regulatory and internal governance standards. The successful candidate will act with integrity and professionalism at all times, prioritising positive client outcomes and regulatory compliance. Key Responsibilities Client & Investment Support • Work closely with an Investment Manager to support the development and maintenance of client relationships, delivering excellent service and adapting appropriately for vulnerable clients., • Draft client correspondence and meeting documentation., • Prepare portfolio reports, performance data and supporting materials for client meetings and presentations., • Assist with suitability reviews by collating relevant client and portfolio information., • Maintain accurate and up-to-date client records, including documentation of meetings and communications. Portfolio Monitoring & Administration • Support ongoing portfolio monitoring in line with firm models and procedures., • Assist with reviewing tolerance and exception reports, highlighting discrepancies for Investment Manager review and supporting follow-up actions., • Ensure client valuations and tax documentation are accurate, complete and issued in accordance with regulatory standards., • Provide administrative support for account opening, client onboarding (including CDD/KYC), stock transfers and day-to-day portfolio administration., • Assist in resolving client queries or complaints, escalating to Compliance where required., • Support remedial actions arising from compliance monitoring or advice reviews within agreed timescales. Dealing & Execution • Place trades based on instructions from Investment Managers, ensuring accurate execution and booking within the relevant systems., • Accept and process client execution-only orders for non-complex instruments in line with documented procedures and regulatory requirements., • Following certification, undertake investment research under the direction of the Investment Manager and within firm guidelines. Business Development & Relationship Management • Assist with preparing pitch materials and presentations for prospective clients., • Support the management and updating of new business pipeline reporting., • Liaise, at the direction of the Investment Manager, with financial planners, intermediaries and product providers regarding client investments and tax matters., • Identify opportunities to introduce clients to additional services within the wider organisation., • Contribute to the achievement of team targets through efficient servicing of existing and new clients. Additional Responsibilities • Maintain FCA Certification requirements, demonstrating ongoing Fitness & Propriety., • Complete and record appropriate Continuing Professional Development (CPD)., • Identify opportunities for process improvement and contribute to efficiency initiatives., • Support wider team projects and assist in the development of junior colleagues where required., • Provide broader front-office support as needed. Candidate Profile Qualifications • RQF Level 3 (CISI) qualification – desirable., • Commitment to achieving RQF Level 4 (e.g. CISI Investment Advice Diploma) within an agreed timeframe (minimum requirement for Certification)., • Assessed as Fit & Proper under the FCA Certification Regime (or eligible to obtain). Technical Skills • Strong working knowledge of Microsoft Word, Excel and PowerPoint., • Experience with portfolio management and trading systems., • Familiarity with market data systems such as Bloomberg, FactSet, Fidessa or equivalent., • Understanding of internal procedures and regulatory frameworks relevant to client dealing. Regulatory & Conduct Awareness • Sound understanding of FCA regulatory requirements applicable to client dealing roles., • Demonstrates integrity, due skill and care, and commitment to fair client outcomes., • Maintains high standards of market conduct and regulatory cooperation.

Head of Sales Franchised Motor Dealership - Blackpool Our client, a well established and reputable organisation in the motor trade, is seeking an experienced Head of Sales to lead and manage their sales function. This is an exciting opportunity for a dynamic individual to take ownership of sales performance, drive profitability and lead a high-performing team within a fast paced automotive environment. As Head of Sales, you will be responsible for the overall success of the sales department. This includes managing day-to-day operations, driving business growth, ensuring a first-class customer experience, and aligning departmental goals with wider business objectives. Key Responsibilities Lead, inspire, and manage the sales team to consistently exceed targets Drive departmental profitability through strategic planning and effective team management Foster a positive and accountable working culture Deliver a consistently exceptional customer experience Oversee all aspects of the sales function including finance, retail sales, and administration Work closely with senior management to support business growth strategies Ensure full compliance with all relevant regulatory and manufacturer requirements Monitor and analyse sales performance data to identify trends and areas for improvement Provide regular sales reports and performance updates to senior stakeholders Maintain up-to-date knowledge of industry best practices and regulatory changes Essential: Significant experience in a senior sales management role within the motor trade (5+ years preferred) Previous experience as a General Sales Manager or General Manager Strong leadership skills with the ability to motivate and manage teams Excellent communication and interpersonal skills Deep understanding of the automotive retail environment Desirable: Experience managing large teams across multi-franchise operations Proven track record of meeting and exceeding sales targets Strong knowledge of car finance products and related compliance requirements Commercially minded with a strategic approach to sales growth What's on Offer £50k Basic DOE - £70k OTE Performance-related incentives Opportunity to lead a successful team in a well-respected organisation Career progression and professional development opportunities Interested? Apply now in the strictest of confidence! Who are you applying to? The Solution Automotive Recruitment have been placing candidates into the UK Motor Trade since 1999. We have a fantastic relationship with all our clients and candidates across the country, many very long standing relationships. If you are skilled and experienced Automotive candidate, we want to hear from you and rest assured, you'll be dealing with a person, not just a consultant! Unfortunately due to the volume of applications we get, we can only respond to the candidates who match the criteria set for this vacancy. We will retain your CV on our database and make contact as and when suitable vacancies arise. We will NEVER send your CV anywhere without your permission TPBN1_UKTJ

Business Development & Main Contractor Relationship Manager. A well-established and respected UK specialist subcontractor within the construction industry is seeking a Business Development & Main Contractor Re.

This is a key, client-facing role focused on managing and developing long-term client relationships while.

Business Relationship Manager, IT Business Partner, or similar. Business Relationship Manager (BRM). IT Business Relationship Manager.

As our Relationship Manager, you’ll be the friendly, knowledgeable face of our business supporting clients through every stage of their property journey. As we grow, we’re looking for a Relationship Manager who shares our values and wants to be part of something meaningful. We’re proud of our

Act as the main IT contact for a group of business units, building trusted relationships. Translate business needs into clear IT requirements and see them through to delivery. Guide business stakeholders through change and adoption of new tech.

SAP Business Relationship Manager. A proven track record in business analysis, relationship management, or similar roles. Serve as the main point of contact for SAP-related matters between business stakeholders and the SAP CoE.

Our client, one of the UK’s fastest growing banks and a leading provider of financial services to businesses, requires an experienced Relationship Manager to join their team covering East Anglia. You will be responsible for the day-to-day management of a portfolio of Invoice Finance facilities, de

IT Business Engagement / IT Business Relationship Manager - United Kingdom - Permanent - £60,000 per annum. A fantastic opportunity has arisen for an IT Business Engagement / IT Business Relationship Manager to join a leading law firm on a permeant basis. Act as the main liaison between IT and inte

Job Vacancy – Relationship Manager – Commercial Banking – North West of England – M2 Recruitment. Our Client, an exciting new British Bank, requires a number of commercially focused Relationship Managers to join their growing team in the North West of England. Built effective networks across

We are seeking a dynamic and results-oriented Business Banking Relationship Manager to manage and grow relationships with small to mid-sized business clients. About the job Business Banking Relationship Manager. Develop and manage a portfolio of business clients, focusing on relationship building an

Our client, an established and growing independent provider of Invoice Finance Solutions to businesses requires a Relationship Manager to join their team. Support new business to maximise new clients for the business. Relationship Manager – Invoice Finance Cheshire / South Manchester.

Senior Relationship Manager, Business Banking – UK. Mentor Relationship Managers and provide guidance on client management and credit matters. Lead relationship management for Business Banking and Trade Finance clients.

A financial services firm in the West Midlands is seeking an experienced Account Manager to develop and maintain relationships with SME clients.

From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of Relationship Managers and Product Specialists provide a range of end-to-end solutions designed to help small businesses reach their potential. Experience of building effective netw

Senior Business Relationship Manager UK & Ireland. Ready to energise the UK & Ireland’s commercial landscape? Join RWE Supply & Trading as our Senior Business Relationship Manager and make your mark at the forefront of renewable energy trading. Demonstrated ability to build strong, long-term busin

Our client, a leading independent provider of Financial Services to businesses requires a Relationship Manager to join their expanding team in the Midlands. Relationship Manager – Invoice Finance Midlands. You will be responsible for the day-to-day management of a portfolio of Invoice Finance faci

Manage existing and develop new relationships within the Region with focus on SME businesses through proactive business activity. Senior Relationship Manager, Business Banking -London. Strong Business Development Skills and ability to strategize with considerations to the general economic, political

An exciting opportunity has arisen for an experienced Relationship Manager in the Invoice Finance industry to join one of the UK’s fastest growing independent commercial finance providers.

Defence Artificial Intelligence Centre – Lead Business Relationship Manager. Join to apply for the Defence Artificial Intelligence Centre – Lead Business Relationship Manager role at Women in Data®. For more information on this role, please refer to the Government Digital and Data Profession Ca

A market leading provider of financial solutions in the United Kingdom seeks a Corporate Relationship Manager to manage a portfolio of invoice finance clients. Ideal for current Relationship Managers or ambitious professionals looking to advance their careers. This home-based role requires experienc

A financial services company based in Greater London is seeking a Business Banking Relationship Manager. In this role, you will manage client relationships, deliver tailored banking solutions, and ensure compliance with risk standards. This position offers an opportunity to develop business strategi

A leading financial services provider in the UK is seeking an experienced Relationship Manager to oversee a portfolio of Invoice Finance facilities in East Anglia. The ideal candidate will have operational experience in Invoice Finance and exemplify excellent customer service while effectively manag

A global financial services firm in the UK is seeking a Relationship Manager for Business Banking. The role involves managing business banking portfolios and developing new client relationships within the Trade Finance sector.

A national banking institution in the North West of England is looking for a Relationship Manager to manage their banking client portfolio. The successful candidate will ensure strong client relationships, monitor financial performance, and support the Directors in business development.

A leading financial services company in the UK seeks a Senior Relationship Manager in Business Banking.

Relationship Manager – Invoice Finance – Nationwide. Our Client, a market leading provider of Recruitment Finance solutions requires an energetic, enthusiastic and charismatic Relationship Manager to join their expanding team. The company provides specialist invoice finance facilities to busines

The Technology Business Relationship Manager is the single point of contact (SPOC) for internal business customers, acting as both the Technology_VOIS ambassador and the customer's voice. Ownership of the preparation and sign off of the business case relating to the service (E2E bid management cycle

A leading financial services provider in the UK seeks a Relationship Manager to manage a portfolio of invoice finance clients. Candidates should have experience in Factoring and Invoice Discounting, along with a solid understanding of business finance.

Work closely with Product, Business Development, Operations, Risk and Compliance teams to deliver seamless client solutions. Lead, coach and develop a high-performing client relationship team, promoting accountability and ownership. Have proven experience in client relationship management, account m

Our client, a leading provider of financial services to UK businesses, is seeking a Relationship Manager to join their Invoice Finance team in the South East. Relationship Manager - Invoice Finance - South East. You will be responsible for managing risk effectively while delivering excellent custome

The Senior Cyber Business Relationship Manager supports the Partnering Lead in driving strategic engagement across government, industry, and international partners. As a Senior Cyber Business Relationship Manager you’ll:. The role focuses on strengthening relationships, enabling effective collabor

A top commercial finance provider in the UK is seeking an experienced Relationship Manager to oversee invoice finance clients.

As a Business Relationship Manager, you’ll serve as the bridge between IT and the business—building trust, driving collaboration, and ensuring technology enables measurable results. The Business Relationship Manager (BRM) serves as a strategic partner, trusted advisor, and collaborative leader,

Are you a proven Business Relationship Manager (BRM) with strong experience in the UK Water Sector? Stantec is looking for two talented professionals to help connect our business strategy with our digital and innovation capabilities. Strong experience as a Business Relationship Manager, consulting,

To support the Senior Manager Business banking to grow the trade finance business in the bank’s Business banking portfolio, both in volume and value per the targets set by your line manager. To originate and support the efforts of the Senior Manager Business Banking in Accra to grow the trade fina

Senior Relationship Manager, Business Banking - London. Manage existing and develop new relationships within the Region with focus on SME businesses through proactive business activity. Senior Relationship Manager, Business Banking - London.

IT Business Relationship Manager – Supply Chain. This is a senior Business Relationship Manager role within a major, complex retail organisation, with a clear focus on SAP S/4HANA and enterprise transformation. The position is relationship-led and operates at senior level across the business.

A leading banking institution in London is seeking a Senior Relationship Manager for Business Banking. The role requires managing existing and developing new client relationships, meeting revenue targets, and ensuring high customer satisfaction.

The Business Relationship Manager (BRM) is the key “liaison” between IT and the management of PHINIA EMEA Aftermarket. Establish close relationships with business leadership team. Subject matter expertise in both business process and digital technologies.

SAP Business Relationship Manager. A proven track record in business analysis, relationship management, or similar roles. Serve as the main point of contact for SAP-related matters between business stakeholders and the SAP CoE.

Our client, one of the UK’s leading independent providers of financial services to businesses, is seeking a Relationship Manager to join their growing team in the West Midlands. Relationship Manager, Invoice Finance – West Midlands. Experience with Factoring and Invoice Discounting is essential,

Strong experience as a Business Relationship Manager, consulting, or digital transformation role, ideally within the AEC/Water sector. Are you a proven Business Relationship Manager (BRM) with strong experience in the UK Water Sector?. Our employees are designers, engineers, scientists, and project

To develop and maintain key relationships with a portfolio of customers, building and delivering on strategic account development plans through a deep knowledge of our customer’s needs. Be the key relationship contact point for a nominated portfolio of clients at various stages of their life cycle