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- Tasks: Manage portfolios on a discretionary basis and collaborate with a skilled investment committee.
- Company: Independent Financial Advisory firm with a focus on sound financial planning.
- Benefits: Flexible package, remote work options, and opportunities for professional growth.
- Why this job: Gain autonomy and responsibility while making impactful investment decisions.
- Qualifications: 2-3 years as a qualified Investment Manager from a reputable firm.
- Other info: Equal opportunities employer welcoming diverse candidates.
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 managing £290m of assets, which is constantly growing.
To improve the business, my client is seeking to segment their client base between basic Financial Planning and a newly formed Discretionary Fund Management offering. The former involves lower value and less complex cases, while HNW clients will be invested within one of seven Discretionary Managed Model Portfolios.
The current investment committee is chaired by the Managing Director of the business, along with two CISI qualified Advisers and an external Chartered Financial Analyst working as a consultant.
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 one other team member solely focused on the portfolios.
This position can be based in Leeds, Huddersfield, or remotely, so being London-based is not an issue.
Package is totally up for discussion and will largely depend on the candidate selected.
Additional Information:
- 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 in Leeds 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 in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its investment strategies thoroughly. We want you to be able to discuss how your experience aligns with their goals, especially in managing discretionary portfolios. Show them you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. We recommend mentioning something specific from the interview to make it personal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Investment Manager role. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that job!
We think you need these skills to ace Investment Manager in Leeds
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 passionate about investment management and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it's growing assets under management or successfully managing complex cases, we want to know what you've accomplished 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. Plus, it’s super easy!
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 related to investments and be ready to discuss how you've used data to make informed decisions in your previous roles.
✨Showcase Your Experience
Highlight your experience in managing discretionary portfolios. Prepare specific examples of past successes, challenges you've overcome, and how your strategies have positively impacted clients. This will show that you’re not just qualified, but also results-driven.
✨Understand the Firm's Philosophy
Research the Independent Financial Advisory firm’s approach to financial planning and investment management. Be prepared to discuss how your values align with theirs and how you can contribute to their growth, especially in the new Discretionary Fund Management offerings.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s investment strategies, client segmentation, and future plans. This shows your genuine interest in the role and helps you assess if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
