Discretionary Portfolio Advisor

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...

Job Title: Private Wealth Portfolio AdvisorAbout the Company:A well-established national Asset Management firm is looking for an experienced Investment Manager to join their Leeds office.Your Key Responsibilities:You will manage and advise on client investment portfolios, developing and growing your own book of business while maintaining exceptional client...

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...

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:...

Job Title: Discretionary Investment SpecialistLocation:We are seeking a highly skilled Investment Manager to join our team in Leeds, covering the Sheffield area.Key Responsibilities:You will manage and advise on client investment portfolios, focusing on growth and development while maintaining exceptional client service.You will work closely with colleagues...

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...

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...

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...

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,...

About the RoleUK Private Client Portfolio Advisor NeededA leading Asset Management firm is looking for an experienced UK Private Client Portfolio Advisor to join their team in the North of England.The ideal candidate will have a strong background in portfolio management, with a focus on providing exceptional service to clients and growing their...

Job Title: Policy Advisor - Portfolio Manager">Location: Remote (UK)">About the Role:">We are looking for a highly skilled Policy Advisor to join our team. As a Policy Advisor, you will be responsible for managing a large portfolio of clients, providing them with expert financial planning advice and guidance.">Key Responsibilities:">Manage a portfolio of 140...

Seeking an experienced Portfolio Manager to join the investment committee and team at Lime Search & Select Ltd, responsible for managing portfolios on a discretionary basis. The ideal candidate will have 2-3 years of experience in Investment Management, preferably coming from a known firm.The role involves working closely with suitably qualified analysts to...

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...

We are seeking an experienced Credit Portfolio Expert to join our team at Lowell Financial Ltd.As a Credit Portfolio Expert, you will be responsible for analysing and managing credit portfolios to maximise returns while minimising risk.Key Responsibilities:Analyse portfolio performance to identify areas for improvement.Develop and implement strategies to...

Company Overview: Established as an Independent Financial Advisory firm, our client specializes in providing expert financial planning advice to businesses and individuals. With a team of 8 experienced financial planners managing £290m in assets, we offer comprehensive solutions for pensions, investments, and retirement planning.Job Description: As a...

Job Title:Investment ManagerCompany OverviewLime Search & Select Ltd is an Independent Financial Advisory firm that provides businesses and individuals with sound financial planning advice. The company has a team of 8 financial planners with combined assets under management worth £290m.SalaryThe estimated salary for this role is between £60,000 - £100,000...

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...

About Our FirmWe are a well-capitalised and highly profitable national Asset Management firm with a strong presence in the private client sector. Our team in Leeds is looking for an experienced Private Client Discretionary Investment Manager to join their ranks.Job DescriptionAs a senior member of our high-end team, you will play a key role in developing our...

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...

We are seeking a highly motivated and experienced ACCA/ACA qualified individual to join our Audit team as a Senior Audit Manager.As a leader in the industry, we pride ourselves on our diverse client portfolio, exciting growth opportunities, and commitment to staff development.Key responsibilities include developing and retaining junior team members, managing...