Discretionary Investment Specialist

Company Background: Our client has established itself as a leading provider of independent financial advisory services, offering bespoke solutions for businesses and high-net-worth individuals. With a total of 8 financial planners managing £290m in assets, we provide expert guidance on pensions, investments, and retirement planning.Investment Opportunities:...

Discretionary Investment Manager Leader WantedLead a Team of Experienced Investment ManagersWe are a well-established Asset Management firm seeking a highly skilled Discretionary Investment Manager Leader to join our team in the UK.The successful candidate will have a proven track record of managing high-net-worth clients and building strong relationships...

Role SummaryWe are seeking an experienced Investment Manager to join our investment committee and team. The successful candidate will be responsible for managing the company's portfolios on a discretionary basis.ResponsibilitiesManage the company's portfolios on a discretionary basisWork closely with the investment committee to make informed decisions about...

About the RoleWe are currently recruiting for an Investment Manager to join our team at Lime Search & Select Ltd. The successful candidate will be responsible for managing our clients' discretionary portfolios, providing investment advice and guidance, and working closely with our investment committee to make informed decisions.To be successful in this role,...

Job Summary: We are looking for a Discretionary Portfolio Advisor to manage and advise on high net worth client investment portfolios. As a senior member of our team, you will play a key role in developing our brand within the region by acquiring additional business and working closely with colleagues across the business.Key Responsibilities:Managing and...

Discretionary Wealth Management ExpertLocation:Leeds/Sheffield AreaSalary Range:£90,000 to £120,000 per annum plus bonus and benefitsAbout the Opportunity:This is an exceptional opportunity to join a leading Asset Management firm as a Discretionary Wealth Management Expert.You will be responsible for managing complex investment portfolios for...

Investment Manager OpportunityWe are seeking a highly skilled and experienced Investment Manager to join our team in Leeds/Sheffield. As a senior member of our high-end team, you will be responsible for managing client portfolios, developing business relationships, and delivering exceptional results.The ideal candidate will have a strong background in...

About Us: Lime Search & Select Ltd is a leading recruitment agency specializing in finance and accounting placements. We have partnered with a prominent Independent Financial Advisory firm to fill a key position in their investment team.Job Summary:As a Discretionary Investment Specialist, you will be responsible for managing the company's portfolios on a...

About the RoleThis is a fantastic opportunity for an experienced Investment Manager to join our team and contribute to the success of Lime Search & Select Ltd. The successful candidate will be responsible for managing the company's portfolios on a discretionary basis and working closely with the investment committee to make informed decisions about...

Your RoleIn this exciting opportunity, you will have the chance to work with a well-established and highly regarded national Asset Management firm, managing and advising on client investment portfolios and providing exceptional service to grow portfolios through referrals and repeat business.About YouWe are looking for an experienced Private Client...

Investment Manager OpportunityWe are looking for a skilled investment manager to join our team in Sheffield, working closely with our established high-end team to deliver exceptional results and grow our client base.Main ResponsibilitiesManage and advise on existing and new client portfolios, developing and implementing effective investment...

Private Client Discretionary Investment ManagerLeeds, Yorkshire and the Humber, United KingdomCompany Overview:A well-established national Asset Management firm with a strong reputation for delivering results in the private client sector.They are seeking an experienced Investment Manager to join their team in Leeds and contribute to further developing their...

Private Client Discretionary Investment ManagerBased in Leeds, you will be managing and advising on both existing and new client investment portfolios.About the Role:You will play a key part in further developing the company brand within the region by acquiring additional business and working closely with colleagues across the business.The primary focus is...

Job OverviewWe are seeking a seasoned Private Client Discretionary Investment Manager to join our esteemed team in Leeds/Sheffield. This exciting opportunity offers the chance to manage and advise on existing and new client investment portfolios, driving growth through referrals and repeat business.A strong background as a UK private client discretionary...

Job OverviewWe are seeking a seasoned investment manager to join our team in Leeds, responsible for managing and advising on both existing and new client portfolios.Key ResponsibilitiesDevelop and implement effective investment strategies to drive portfolio growth and meet client objectives.Cultivate strong relationships with high net worth individuals and...

Job OverviewA leading national Asset Management firm is seeking an experienced Private Client Discretionary Investment Manager to join their team in Leeds. The successful candidate will be responsible for managing and advising on both existing and new client investment portfolios, providing the highest level of service and growing portfolios through...

We are seeking a highly skilled and motivated individual to fill the role of Investment Analysis Specialist at UKCIL Ltd. In this position, you will be responsible for conducting research and analysis to inform investment decisions.**Responsibilities:**Analyze financial data and market trends to identify potential investment opportunities.Develop and...

Job Summary:This Senior Investment Manager role, part of Heat Recruitment's Financial Services team, is based in Leeds/Sheffield and involves managing high net worth individual portfolios. The successful candidate will have a solid background as a UK private client discretionary Investment Manager, with experience in the investment industry and excellent...

Job Description: Private Wealth Investment Expert required to manage and advise on high net worth client investment portfolios. This is a challenging and rewarding role that offers the opportunity to work with high net worth individuals and families, helping them achieve their financial goals.Responsibilities:Managing and advising on both existing and new...

An Investment Portfolio Manager is needed to manage and advise on both existing and new client investment portfolios in Leeds or Sheffield.This is an exciting opportunity to work for a well-capitalised and highly profitable Asset Management firm.About the RoleYou will be responsible for providing the highest level of service to clients, growing your...