Portfolio Management Specialist

3 weeks ago


Leeds, Leeds, United Kingdom Lime Search & Select Ltd Full time

Company Overview: Lime Search & Select Ltd is a distinguished Independent Financial Advisory firm dedicated to delivering exceptional Financial Planning Services to both businesses and individuals. Our expertise spans across Pensions, Investments, and Retirement Planning, with a robust team of 8 Financial Planners managing a growing portfolio of £290 million in assets.

Role Overview: In our pursuit of excellence, we are looking to enhance our service offerings by differentiating our client base into two segments: basic Financial Planning and a newly established Discretionary Fund Management service. The latter will cater to High Net Worth (HNW) clients, who will be invested in one of our 7 Discretionary Managed Model Portfolios.

Investment Committee: Our investment committee is led by the Managing Director, supported by two CISI qualified Advisers and an external Chartered Financial Analyst who consults for our firm.

Position Summary: We are actively seeking a seasoned Investment Manager to join our committee and team. This role will focus exclusively on the management of our portfolios on a discretionary basis. The successful candidate will benefit from access to qualified analysis both internally and externally.

Candidate Profile: The ideal applicant will possess 2-3 years of experience as a qualified Investment Manager, having previously worked within a reputable Investment Management firm. This position is well-suited for individuals seeking greater responsibility, control, and autonomy, as the Investment Manager will collaborate closely with one other team member dedicated to portfolio management.

Location Flexibility: Candidates can be based in various locations, including Leeds and Huddersfield, and we are open to considering remote candidates, ensuring that geographical location is not a barrier to application.



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