Discretionary Investment Specialist

1 day ago


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

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: As a Senior Investment Executive, you will be responsible for managing our company's portfolios on a discretionary basis. You will work closely with senior analysts to identify new investment opportunities and make informed decisions about asset allocation. This is an exciting opportunity to join a dynamic and growing business and take on more responsibility in portfolio management.

What We Offer: In addition to a competitive salary, we offer comprehensive training and development opportunities to enhance your skills and knowledge. Our company provides a supportive and collaborative work environment, with flexible working arrangements to suit your needs.



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