Investment Manager

2 weeks ago


Leeds, Leeds, United Kingdom Lime People Search & Select Ltd 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 ofassets 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 investedwithin 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.



  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Investment Research Manager - Leeds, West YorkshireBasic to £63,000 plus full packageCompanyAn independent investment firm specialising in the provision of research and analysis to many of the leading provider and national advisor companies across the UK.RoleYou will provide input and take responsibility for several research-based activities such as...

  • Investment Analyst

    2 weeks ago


    Leeds, Leeds, United Kingdom Meraki Talent Limited Full time

    Meraki Talent are working with a flourishing, multinational investment management company to appoint an ambitious Investment Analyst to join their team in Leeds.Assisting a growing team of investment professionals, you will have the opportunity to support senior analysts with fundamental processes such as a generating reports, maintaining accurate data and...


  • Leeds, Leeds, United Kingdom Synchronicity Group Full time

    As part of our continued success, we are currently recruiting for an experienced Investment Manager to join this leading Wealth Planner/Manager to be based in London. We are looking for somebody that is dynamic and looking for the right home to acceleratetheir career. Ideally, you would have introducer relationships in place that you could utilise and grow...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time £90,000

    Job Title: Investment Manager Location: Leeds, West Yorkshire Salary: Up to £90,000 basic plus bonus and full package A well-known national **investment management** company is seeking an additional Investment Manager to support the growth of their operations in Leeds and the wider Yorkshire region. While it's beneficial, having an existing clientele is...

  • Investment Associate

    2 weeks ago


    Leeds, Leeds, United Kingdom Mercia Asset Management PLC Full time

    This is a fantastic opportunity to join our northern based Debt team, with the addition of an Investment Associate. You'll be supporting the team with investing into businesses from our NPIF Debt Fund, in the Yorkshire and Humber region and looking to grow your career with us.Mercia is a values-based organisation built around being Growth Focused, Trusted,...


  • Leeds, Leeds, United Kingdom Front Row Recruitment Ltd Full time

    Due to continued success and growth my client, a leading Investment practice in the UK Institutional field, currently seek a talented graduate to join their expanding team. This is an extremely important role as it involves the project management of small to large scale investment transitions on behalf of some of the UK's largest institutional funds. Duties...


  • Leeds, Leeds, United Kingdom Meraki Full time

    Graduate Investment AdministratorCompetitive SalaryPermanentLeedsMeraki Talent is currently working with a leading financial services firm looking to hire an Investment Administrator to join the collaborative Leeds-based team. This is an excellent opportunity to join a well-established business offering excellent onward progression opportunities. This is a...


  • Leeds, Leeds, United Kingdom XPS Pensions Full time

    Assistant Investment Analyst - School LeaverXPS Pensions Group is a multi-award winning and leading independent pensions consulting and administration business. At XPS, our vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential. Please note this is...


  • Leeds, Leeds, United Kingdom XPS Pensions Group Full time

    Assistant Investment ConsultantLeeds (Hybrid)Full-timePermanentWe have a new and exciting opportunity for an Assistant Investment Consultant to join our growing and vibrant Leeds office with hybrid/flexible working options - The role would best suit someone with drive and enthusiasm who is keen to excel in an advisory role and believes in doing the right...


  • Leeds, Leeds, United Kingdom Homes England Full time

    Job summaryWe are the Government's national housing agency. Our role is to accelerate the pace of housebuilding across the country, both in areas where there are the most serious affordability issues - meaning people are struggling to find homes - and where housingcan make a meaningful contribution to levelling up the country.We have the appetite, influence,...


  • Leeds, Leeds, United Kingdom Equifax, Inc. Full time

    Responsible for overseeing and managing the cost base for the UKCRA & UKCS business units and investment spend for Europe. Expertise required in order to develop and implement strategies to reduce cost, improve EBITDA and drive the company to achieve its financial objectives. Responsible for the oversight and challenge of function spend and cost control...


  • Leeds, Leeds, United Kingdom IPS Finance Full time

    Hybrid working role based on the outskirts of Leeds (on-site parking) with 2 days in the office and 3 days from home. staff well being and work-life balance have always been core values We are seeking a full or part qualified accountant to prepare pension scheme accounts. Previous pensions experience is not essential but experience preparing statutory...

  • Investment Director

    4 weeks ago


    Leeds, Leeds, United Kingdom Idex Full time

    One of the UK's leading wealth management firms is looking for a senior level Investment Manager to join their busy offices in Leeds. Due to succession planning, the office has a requirement for a Chartered Wealth Manager to hit the ground running and be introduced to a high volume of existing clients, introducing yourself as the new and long-term point of...


  • Leeds, Leeds, United Kingdom Equifax Full time

    Responsible for overseeing and managing the cost base for the UKCRA & UKCS business units and investment spend for Europe. Expertise required in order to develop and implement strategies to reduce cost, improve EBITDA and drive the company to achieve its financial objectives.What you'll do: Lead the annual budget and monthly forecast process for the cost...


  • Leeds, Leeds, United Kingdom 1825 Full time

    Job DescriptionIn an exciting move, abrdn's Discretionary business has been acquired by LGT and this role will be moving along with the rest of the discretionary business to LGT in H2-2023.Our Leeds office is currently looking for a Senior Investment Assistant to join the team.Key ResponsibilitiesIn this role you will assist the CPMs in acquiring and...


  • Leeds, Leeds, United Kingdom ERE Property Full time

    Graduate Trainee Investment Consultant (UK)**Key Accountabilities- To hit monthly set sales targets- Following ERE's processes & keeping the company CRM system updated and accurate- Keeping up to date on the UK property market and ERE stock- Build strong rapport with new & existing investorsSales Performance Key Duties: To close property investment deals to...


  • Leeds, Leeds, United Kingdom Agility Resoucing Full time £24,000 - £29,000

    £ £29000 per annum + dependant on role Location United Kingdom,--Leeds Job Type Permanent Description I'm currently partnering with several forward-thinking organisations based in Leeds; ranging from PLC to SME across sectors such as tech/e-commerce/consulting. They are looking to speak with bright graduates who are looking for a careers in ...


  • Leeds, Leeds, United Kingdom ClickJobs Full time

    Vice President Role at Technology Holdings: Due to exceptional growth we are looking to add a further VP to our UK team to help support our growth in the Tech sector.Are you the right applicant for this opportunity Find out by reading through the role overview below.Who We Are: Technology Holdings Worldwide (TH) is a global boutique investment bank dedicated...

  • Portfolio Manager

    2 weeks ago


    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Job Description Portfolio Manager – Private Markets Leeds (hybrid working) Competitive Salary & Benefits We are looking for a Portfolio Manager to join our Alternatives function, to support the growth of our Private Markets programme. You will be responsible for managing all or part of a private markets portfolio in accordance with the Border to Coast...


  • Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Our client, a leading investment firm who manage a wide array of asset classes and investment strategies are keen to make an addition to their highly regarded ODD Team.nResponsible for Operational Due Diligence, the ongoing development of the ODD Framework and assisting the Investment function in respect of new and existing investments and investment...