Financial Services Professional

4 days ago


Leeds, Leeds, United Kingdom Heat Recruitment Full time

Are you a skilled Financial Services Professional looking for a new challenge?

We are seeking an experienced Investment Portfolio Manager to join our team in Leeds or Sheffield.

The successful candidate will be rewarded with a salary of £60,000 to £100,000 plus bonus and full package.

About the Role

  • You will be responsible for managing and advising on both existing and new client investment portfolios.
  • This is an excellent opportunity to develop your skills and knowledge in a well-established national Asset Management firm.

About You

  • You must have a solid background as a UK private client discretionary Investment Manager.
  • A small/moderate book of direct business is essential (somewhere in the region of £30m over 18 months).
  • You must hold a qualification to level 6 via the CISI as a minimum.


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