My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing.
To improve the business, my client is now seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offering, the former being lower value and less complex cases, and HNW clients being invested within 1 of 7 Discretionary Managed Model Portfolios. The current investment committee is chaired by the Managing Director of the business, 2 CISI qualified Advisers, and an external Chartered Financial Analyst working as a consultant to the business.
We are urgently seeking an experienced Investment Manager to join the committee and team, who will work solely on managing the company's portfolios on a discretionary basis. The potential candidate will have access to suitably qualified analysis from both within the company and externally.
The ideal candidate for the role would be someone who has been a qualified Investment Manager for 2-3 years, coming from a known Investment Management firm. This role would suit someone with a desire to gain more responsibility, control, or autonomy, with the Investment Manager and 1 other team member solely focused on the portfolios. This person can be based in Leeds, Huddersfield, and we will also consider remotely based candidates for this role, so being London based is not an issue.
Package is totally up for discussion with regards to this role and will largely depend on the candidate selected.
VACANCY DETAILS
Company:
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. Investment Management Location: Leeds or London CLOSING DATE Mar 30 APPLY NOW! If you would like to apply for this vacancy by uploading your CV to Lime, please use the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly. Your Name*
Your Email*
Date of Birth*
Where do you live*
Application Statement*
Please include why you would like to be considered for this Apprenticeship
#J-18808-Ljbffr
Company:
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. Investment Management Location: Leeds or London CLOSING DATE Mar 30 APPLY NOW! If you would like to apply for this vacancy by uploading your CV to Lime, please use the form below. Vacancy Application We would love to hear from you! Please fill out this form and we will get in touch with you shortly. Your Name*
Your Email*
Date of Birth*
Where do you live*
Application Statement*
Please include why you would like to be considered for this Apprenticeship
#J-18808-Ljbffr
