At a Glance
- Tasks: Manage investment portfolios and collaborate with a dynamic team of financial experts.
- Company: Independent Financial Advisory firm with a focus on innovative financial planning.
- Benefits: Flexible working options, competitive salary, and opportunities for professional growth.
- Other info: Remote work options available; join a growing team with a strong commitment to client success.
- Why this job: Take charge of portfolios and make impactful investment decisions in a supportive environment.
- Qualifications: 2-3 years as a qualified Investment Manager with experience in a reputable firm.
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 offerings, 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 the committee and team, whom will work solely on managing the companies 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 working within a known Investment Management firm, and 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 also we will consider remotely based candidates for this role so being London based is not an issue for example.
Package is totally up for discussion with regards to this role and will largely depend on the candidate selected.
Company: Investment Management
Location: Leeds or London
Closing Date: 30 Mar
We are an equal opportunities employer and welcome applications from all qualified candidates.
Investment Manager employer: Lime Search & Select Ltd
As an Independent Financial Advisory firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to excel in their roles. With a focus on professional growth, we offer tailored development opportunities and the chance to manage significant portfolios within a dynamic team environment. Our Leeds and London locations provide a vibrant backdrop for innovation and client engagement, making us an attractive employer for those seeking meaningful and rewarding careers in investment management.
Contact Detail:
Lime Search & Select Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Manager
✨Network Like a Pro
Get out there and connect with people in the investment management scene. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and successes in managing portfolios. We want to see how you can bring value to their team, so share specific examples of your past achievements!
✨Tailor Your Approach
Every company is different, so do your homework! Understand the firm’s investment philosophy and client base. When you apply through our website, make sure your application reflects how your skills align with their needs. We love seeing candidates who’ve done their research!
✨Follow Up
After an interview or networking event, don’t forget to follow up with a thank-you note or message. It shows your enthusiasm and keeps you on their radar. We believe a little courtesy goes a long way in making a lasting impression!
We think you need these skills to ace Investment Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Manager role. Highlight your experience in managing portfolios and any relevant qualifications. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share your passion for investment management and how you can contribute to our growing firm.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Whether it's successful portfolio management or client satisfaction, we love to see how you've made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
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 solid understanding of financial metrics and portfolio performance. Brush up on key statistics and be ready to discuss how you've used data to make investment decisions in the past.
✨Showcase Your Experience
Highlight your previous roles and responsibilities, especially those that align with managing discretionary portfolios. Be prepared to share specific examples of how you've successfully managed investments and navigated market challenges.
✨Understand the Company’s Approach
Research the firm’s client segmentation and investment strategies. Familiarise yourself with their Discretionary Fund Management offerings and be ready to discuss how you can contribute to their growth and success.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s investment philosophy, team dynamics, and future plans. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
