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- Tasks: Manage investment portfolios and contribute to the investment committee.
- Company: Join a growing Independent Financial Advisory firm with £290m in assets under management.
- Benefits: Flexible working options, competitive salary package, and professional development opportunities.
- Why this job: Gain autonomy in managing portfolios and work with experienced financial professionals.
- Qualifications: 2-3 years as a qualified Investment Manager from a reputable firm.
- Other info: Remote candidates are welcome; apply by March 30!
The predicted salary is between 36000 - 60000 £ per year.
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:
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
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Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Network with professionals in the investment management field. Attend industry events, webinars, or local meetups to connect with people who might have insights into the role and the company. Building relationships can often lead to referrals or insider information that could give you an edge.
✨Tip Number 2
Research the company thoroughly. Understand their investment philosophy, the types of portfolios they manage, and their client base. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest in the firm during any discussions.
✨Tip Number 3
Prepare to discuss your previous experience in managing portfolios. Be ready to share specific examples of your successes and how you've navigated challenges in investment management. This will showcase your expertise and confidence in handling the responsibilities of the role.
✨Tip Number 4
Stay updated on market trends and economic factors that could impact investment strategies. Being knowledgeable about current events and how they relate to the firm's focus areas will position you as a well-informed candidate who can contribute meaningfully from day one.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, particularly any roles where you've managed portfolios. Emphasise your qualifications and any specific achievements that demonstrate your capability in handling discretionary fund management.
Craft a Compelling Application Statement: In your application statement, clearly articulate why you are interested in this role and how your background aligns with the company's needs. Mention your desire for more responsibility and autonomy, as well as your experience with high-net-worth clients.
Highlight Relevant Qualifications: If you have any certifications or qualifications related to investment management, such as CISI or CFA, be sure to mention these prominently in your application. This will help establish your credibility and expertise in the field.
Proofread Your Application: Before submitting, take the time to thoroughly proofread your application. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally. A polished application reflects your attention to detail.
How to prepare for a job interview at Lime Search & Select Ltd
✨Know Your Numbers
As an Investment Manager, you'll need to demonstrate a strong understanding of financial metrics and portfolio performance. Be prepared to discuss specific examples of how you've managed investments in the past, including returns achieved and strategies employed.
✨Understand the Firm's Philosophy
Research the Independent Financial Advisory firm thoroughly. Understand their approach to financial planning and discretionary fund management. This will help you align your answers with their values and show that you're genuinely interested in their operations.
✨Showcase Your Analytical Skills
Highlight your analytical abilities during the interview. Discuss how you assess market trends and make investment decisions. Providing concrete examples of your analytical process can set you apart from other candidates.
✨Prepare Questions for the Interviewers
Have insightful questions ready for the interviewers about their investment strategies, team dynamics, and future goals. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
