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. 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.
Dec 13, 2025
Full time
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. 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.
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. 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.
Dec 12, 2025
Full time
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. 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.