professional

Independence, with a controlling family interest, ensures a consistency of approach and stability
that is valued by staff and clients alike. MW has consistently delivered sustainable organic growth
since its inception. The firm is looking to recruit an experienced professional for the Harrogate
team to underpin its long-term growth plans. MW offers a well-developed training programme
for professionals looking to move from another professional services field to the investment
management sector.

Building a diverse team is a priority, recognising the benefits this brings both to clients and
colleagues.

Role and responsibilities

The role offers the opportunity to play a leading part in developing the business under an
ambitious medium-term plan in collaboration with the existing Harrogate and London-based
teams, which currently consist of nine investment managers and administrative support.

The role will involve:

• Identifying and developing new client relationships;


• Identifying and developing new professional relationships;


• Management of a growing portfolio of existing client relationships;


• Contributing to business development activities and client relationships across Yorkshire, the

North of England and London;

• Contributing to the development of the firm's business development strategy;


• Contributing to investment policy decisions at Investment Policy Committee meetings, and

working alongside the firm's analysts and other investment managers to identify, evaluate and
monitor a concentrated preferred list of global equities;

• Assisting with a variety of company projects and initiatives.


The role presents an exciting opportunity to assume wide ranging investment management and
client relationship responsibilities delivering an ambitious growth plan as an integral member of a
small but dynamic and well-respected firm.

The role is full-time and will be based at our Harrogate office, working closely with the existing
Investment Director based there. The option to work from home when appropriate will be
considered but the individual is expected to be predominantly office based. The role will involve
regular travel around the North of England and to the Haddington and London offices for
meetings with colleagues, clients, investee companies, and for business development activities.

The utmost integrity and a true commitment to the highest standards of client service are essential.

Effective communication, strong interpersonal skills, and an ability to work independently and
collaboratively as part of a team will be important competencies. Initiative, energy, and
resourcefulness are characteristics all employees are expected to demonstrate.

Candidates will have a minimum of 8-years of financial services experience. The successful
candidate will be expected to hold or obtain the Private Client Investment Advice & Management
(PCIAM) or equivalent Ofqual Level 6 (or higher) qualification (e.g., CFA). Training support
will be provided if necessary. An understanding of financial analysis and global markets, and an
appreciation of global politics and macroeconomics, is required.

The successful candidate is expected to have a wide and deep network of contacts across the North
of England.

McInroy & Wood ("MW") is a leading independent private client investment manager with a
successful track record of investing directly across developed and emerging markets for over 38
years. The firm currently manages in excess of £2.3bn of client assets. MW is headquartered in
Haddington, East Lothian, where the majority of its staff are based, with integrated teams in
London and Harrogate.

Remuneration and other benefits will be competitive and subject to experience.

Holidays: 25 days per year; increases to 30 days depending upon time spent with
company. Additional holiday in the year following milestone anniversaries
(10 years and every 5 years thereafter).
Pension: Group personal pension scheme, defined contribution. Company
contributes 7% of salary p.a. (employee contribution of at least 2%). We
offer a pension salary exchange arrangement to all active scheme members.
Health: Private healthcare insurance.
Life Assurance: 4 x Death in Service.
Profit Share: Eligible for firm's profit-share on successful completion of probationary
period.
Social Commitment: Paid leave for volunteering purposes.
Workplace: A friendly, supportive environment in bright and modern office premises.

For an able and ambitious candidate, McInroy & Wood offers significant career opportunities as
the firm continues to grow and develop.