![IDEX Consulting](https://contents.bebee.com/companies/gb/idex-consulting/avatar-ZVOD1.png)
Investment Manager
2 weeks ago
My client is an established national Investment Management business. They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients.
As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales. You will be trusted to handle an existing book of business and to use your detailed knowledge of all aspects of investments and stock markets to develop and expand your existing client network. All of their Investment Managers are supported and empowered to develop new client business as the firm works towards its ambitious growth goals. What you'll do- Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives
- Maintain and enhance client relationships to the highest possible standard
- Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations
- Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients
- Attend and actively contribute to investment and research committee meetings
- Actively contribute towards the firm's long-term strategic goals and objectives
What they're looking for
- Minimum CISI Level 6 or equivalent
- A clear commitment to providing a friendly, client-focused approach
- Someone with an established network of professional contacts
- An ability to see things differently and identify opportunities
- Excellent written and verbal communication skills
- Curious and analytical mindset
- Willingness to use your own initiative and adapt to change
For more information please contact Graeme Hyland on or email
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
#J-18808-Ljbffr-
Investment Manager
2 weeks ago
Liverpool, Liverpool, United Kingdom IDEX Consulting Ltd Full timeMy client is an established national Investment Management business. They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients. As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's...
-
Investment Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom Idex Full timeMy client is an established national Investment Management business. They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients.As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's...
-
Investment Manager
4 weeks ago
Liverpool, Liverpool, United Kingdom Idex Full timeMy client is an established national Investment Management business. They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients.As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's...
-
Investment Management
2 weeks ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full time £80,000Investment Director – Liverpool (existing book) Basic to £80,000 plus bonus and full package Company A long established and highly regarded national Wealth Management firm are looking for an additional Investment Manager to continue the development of their offices in Liverpool. Role You will be responsible for managing and advising on an existing book...
-
Investment Consultant
2 weeks ago
Liverpool, Liverpool, United Kingdom Integro Partners Full timeProperty Investment Sales Consultant - Liverpool City Centre Monday - Friday 9am-5:30pm As a Property Investment Consultant you will qualifying new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with...
-
Investment Operations Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom PP Associates Full timeDuration: PermanentLocation: Liverpool City Centre / Office basedSector: Accounts & Finance / Financial ServicesDo you have Strong Administration skills from within a professional services environment and are seeking a role within Financial Services? If so, please read on:A highly regarded and well-established Wealth Management / Pensions business based in...
-
Investment Quality Analyst
2 weeks ago
Liverpool, Liverpool, United Kingdom Marshall Moore Full timeWe are currently recruiting for an Investment Quality Analyst to join a prestigious investment management firm in Liverpool City Centre. The role is based in city centre offices and offers hybrid working. There is a lot of exciting growth happeningin the business - a brilliant time to join the firmRole responsibilities for the Investment Quality Analyst...
-
Associate Chief of Staff
2 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeWhen you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Our office is a vibrant place to work, and we offer flexibility of office/homeworking due to our hybrid model. This role will provide a great opportunity toTo work with, and support the Chief of Staff, in delivering their...
-
Property Investment Consultant
2 weeks ago
Liverpool, Liverpool, United Kingdom Integro Partners Full timeProperty Investment Sales Consultant - Liverpool City CentreMonday - Friday 9am-5:30pmAs a Property Investment Consultant you will qualifying new clients, managing existing clients, understanding their criteria, and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property...
-
Investment Stocks Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom Page Personnel Finance Full timePage Personnel are working hand in hand with this UK based wealth management business to recruit for a Investment Stocks Administrator for their busy Liverpool office.This role would suit someone with previous financial services experience or a graduate looking to kick start their career in the sector.Client DetailsThis business is one of the UK's leading...
-
Investment Operations Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom Page Personnel Finance Full timePage personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre.Client DetailsThis leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial...
-
Associate Chief Of Staff
2 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeWhen you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. Our office is a vibrant place to work, and we offer flexibility of office/homeworking due to our...
-
Investment Operations Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom Search Consultancy Full timeMy client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus schemewhich is paid monthly.The Investment Operations Administrator provides a critical service and is...
-
Investment Lead
2 weeks ago
Liverpool, Liverpool, United Kingdom South Liverpool Homes Full timeInvestment LeadSalary: £51,014 per annum plus excellent benefitsHours: 35 hours per week - we are also 'Happy to Talk Flexible Working'Contract Type: PermanentLocation: Hybrid working - a mixture of home and office working in Speke, Liverpool.Closing Date: 15 May 2024, 5pmRecruitment Date: 31 May 2024Our vision is Great homes. Strong communities. Bright...
-
Cyber Security Engineer
2 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeWhen you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. About the role In your role as Cyber Security Engineer you will make a meaningful and valued...
-
Investment Lead
2 weeks ago
Liverpool, Liverpool, United Kingdom South Liverpool Homes Full timeInvestment LeadSalary: Circa £45k per annum plus excellent benefitsHours: 35 hours per week - we are also 'Happy to Talk Flexible Working'Contract Type: PermanentLocation: Hybrid working - a mixture of home and office working in Speke, Liverpool.Closing Date: 2 April 2024, 5pmRecruitment Date: 25 April 2024Our vision is Great homes. Strong communities....
-
Head of Distressed Investments
2 weeks ago
Liverpool, Liverpool, United Kingdom Homes England Full timeHead of Distressed Investments:Application closing date: 18/04/2023 at 23:59A bit about the role:Within this role you'll be leading and managing a small number of Senior Managers within the Distressed Investments (DI) team which will actively manage a portfolio of Distressed Lending cases (including: debt, equity, guarantees and equity investments) residing...
-
Trainee Investment Consultant
2 weeks ago
Liverpool, Liverpool, United Kingdom Barnett Waddingham Full timeOverview:Barnett Waddingham is a leading independent UK professional services consultancy advising on risk, pensions, investment and insurance. With over 1500 people across 9 offices, our culture is based on providing all of our clients with a high quality, professional service through strong personal relationships and tailored solutions. We are wholly owned...
-
Project Management Business Partner
2 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeWhen you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Our office is a vibrant place to work, and we offer flexibility of office/homeworking due to our hybrid model. In your role as EDI / HR Business Partner you will make a meaningful and valued contribution from the outset. ...
-
EDI Business Partner
2 weeks ago
Liverpool, Liverpool, United Kingdom USS Investment Management Limited Full timeWhen you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. Our office is a vibrant place to work, and we offer flexibility of office/homeworking due to our...