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Investment Manager
Job in
Guiseley, West Yorkshire, LS20, England, UK
Listed on 2026-01-03
Listing for:
Lime Search & Select Ltd
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management -
Management
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Overview
My client is an Independent Financial Advisory firm specialising in financial planning across Pensions, Investments & Retirement Planning, with eight Financial Planners and a growing assets under management.
Responsibilities- Join and contribute to the discretionary investment management function on the committee and broader team.
- Manage the company’s portfolios on a discretionary basis, with access to suitably qualified internal and external analysis.
- Support the transition of client segmentation from basic Financial Planning to Discretionary Fund Management for HNW clients within one of seven Discretionary Managed Model Portfolios.
- Qualified Investment Manager with 2–3 years of experience.
- Experience from a known Investment Management firm.
- Desire to gain more responsibility, control, or autonomy.
- Based in Leeds or Huddersfield, or remotely;
London-based candidates will also be considered.
Package is largely dependent on the selected candidate.
Company: Investment Management
Location: Leeds or London
Closing Date: 30 Mar
We are an equal opportunities employer and welcome applications from all qualified candidates.
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