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- Tasks: Manage portfolios on a discretionary basis and collaborate with the investment committee.
- Company: Join a growing Independent Financial Advisory firm with £290m in assets under management.
- Benefits: Flexible work options, competitive package, and opportunities for professional growth.
- Why this job: Gain autonomy and responsibility while working with experienced professionals in a dynamic environment.
- Qualifications: 2-3 years as a qualified Investment Manager from a reputable firm.
- Other info: Remote candidates are welcome; location flexibility in Leeds or London.
The predicted salary is between 43200 - 72000 £ 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.
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Investment Manager employer: Lime Search & Select Ltd
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Manager
✨Tip Number 1
Make sure to familiarize yourself with the specific investment strategies and portfolios that the firm currently manages. Understanding their approach will help you demonstrate your alignment with their goals during discussions.
✨Tip Number 2
Network with professionals in the investment management field, especially those who have experience with discretionary fund management. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Stay updated on market trends and recent developments in investment management. Being knowledgeable about current events will allow you to engage in meaningful conversations with the team and showcase your expertise.
✨Tip Number 4
Consider reaching out to current or former employees of the firm to gain insights into the company culture and expectations. This information can help you tailor your approach and demonstrate your fit for the role.
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of an Investment Manager. Highlight your experience in managing portfolios and your familiarity with discretionary fund management in your application.
Tailor Your CV: Customize your CV to reflect your relevant experience in investment management. Include specific achievements, such as the size of assets managed and any successful strategies you've implemented.
Craft a Compelling Application Statement: In your application statement, clearly articulate why you want to join this Independent Financial Advisory firm. Mention your desire for more responsibility and how your background aligns with their needs.
Highlight Qualifications: Ensure you mention any relevant qualifications, such as CISI certifications or experience with high-net-worth clients. This will demonstrate your suitability for the role and your commitment to professional development.
How to prepare for a job interview at Lime Search & Select Ltd
✨Showcase Your Experience
Make sure to highlight your experience as an Investment Manager, especially if you have worked with discretionary portfolios. Be prepared to discuss specific cases where you've successfully managed investments and how your decisions positively impacted clients.
✨Understand the Company’s Approach
Research the firm’s investment philosophy and their approach to financial planning. Familiarize yourself with their Discretionary Fund Management offering and be ready to discuss how you can contribute to this segment of their business.
✨Demonstrate Analytical Skills
Since the role involves managing portfolios, be prepared to discuss your analytical skills. Bring examples of how you have used data and market analysis to inform your investment strategies and decision-making processes.
✨Express Your Desire for Responsibility
The ideal candidate is someone looking for more responsibility and autonomy. Clearly communicate your career aspirations and how this role aligns with your goals, emphasizing your readiness to take on a leadership role within the investment committee.
