Investment Manager

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 eight financial planners managing 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 one of seven discretionary managed model portfolios. The current investment committee is chaired by the managing director of the business, two CISI‑qualified advisers and an external chartered financial analyst working as a consultant to the business.

We are urgently seeking an experienced investment manager for the committee and team, who will work solely on managing the company’s portfolios on a discretionary basis, with access to suitably qualified analysis from both within the company and externally.

The ideal candidate has been a qualified investment manager for two to three years, coming from a known investment‑management firm, and seeks more responsibility, control or autonomy. The position is based in Leeds or Huddersfield, with remote options available, including London.

Package is up for discussion and depends on the selected candidate.

Company: Investment Management

Location: Leeds or London

March 30