-
Investment Manager, Harrogate
3 days ago
eFinancialCareers Harrogate, United Kingdom**McInroy & Wood Limited - Investment Manager, Harrogate** · McInroy & Wood ("MW") is a leading independent private client investment management firm, with a successful track record of investing directly across developed and emerging markets for over 35 years.The firm currently m ...
-
Investment Manager
1 week ago
Reward Recruitment Leeds, United Kingdom**Investment Manager** · **Leeds** · **£60,000 - £80,000 basic plus bonus & benefits** · Our client is an established Wealth Management and Financial Planning Services firm, who are looking to appoint an experienced Investment Manager to develop a newly formed Discretionary Fund ...
-
Investment Manager
1 week ago
Lime People Search & Select Ltd Leeds, United KingdomMy client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m ofassets under management, wh ...
-
Investment Manager
1 week ago
New Town Partnership Harrogate, United KingdomInvestment Manager, Harrogate · McInroy & Wood is a leading independent private client investment manager with a successful track record of investing directly across developed and emerging markets for over 38 years. The firm currently manages in excess of £2.3bn of client assets. ...
-
Investment Manager
1 week ago
New Town Partnership Harrogate, United KingdomJob Description · Investment Manager, Harrogate · McInroy & Wood is a leading independent private client investment manager with a successful track record of investing directly across developed and emerging markets for over 38 years. The firm currently manages in excess of £2.3bn ...
-
Investment Management
2 weeks ago
Titan Wealth Holdings Limited Harrogate, North Yorkshire, United KingdomThe Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients ...
-
Investment Manager
1 week ago
New Town Partnership Harrogate, North Yorkshire, United KingdomInvestment Manager, HarrogateMcInroy & Wood is a leading independent private client investment manager with a successful track record of investing directly across developed and emerging markets for over 38 years. The firm currently manages in excess of £2.3bn of client assets. MW ...
-
Assistant Investment Manager
4 days ago
Pratap Partnership Ltd York, United Kingdom Full timeA prestigious boutique Wealth and Investment Management firm, located in the heart of Yorkshire, is looking to appoint an Assistant Investment Manager to join their growing team. You'll work closely with the Investment Manager, receiving excellent training and mentorship. This is ...
-
Investment Portfolio Manager
1 week ago
Joseph Rowntree York, United Kingdom**Permanent, Full Time (35 hours per week)** · **About the role** · The Joseph Rowntree Foundation (JRF) has established an exciting new role to support the development and implementation of a new investment strategy and policy. It's a role that will also be central to managing t ...
-
Senior Investment Manager
3 weeks ago
Titan Wealth Holdings Limited Harrogate, North Yorkshire, United KingdomAbout us · The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to ...
-
Investment Manager m/f/d
2 weeks ago
New Town Partnership Harrogate, North Yorkshire, United KingdomInvestment Manager, Harrogate McInroy & Wood is a leading independent private client investment manager with a successful track record of investing directly across developed and emerging markets for over 38 years. 3bn of client assets. MW is headquartered in Haddington, East Loth ...
-
Investment Manager m/f/d
1 week ago
New Town Partnership Harrogate, North Yorkshire, United KingdomJob Description Investment Manager, Harrogate · McInroy & Wood is a leading independent private client investment manager with a successful track record of investing directly across developed and emerging markets for over 38 years. 3bn of client assets. MW is headquartered in Ha ...
-
Investment Manager
2 weeks ago
Heat Recruitment West Yorkshire, United KingdomInvestment Manager – Leeds, West Yorkshire · Basic up to £90,000 plus bonus and full package · Company · A well-known national investment management firm are looking for an additional Investment Manager to assist with the continued development of the company in Leeds and acros ...
-
Investment Manager
4 days ago
The National Lottery Heritage Fund Leeds, United KingdomJob Summary · The National Lottery Heritage Fund · As the largest funder for the UK's heritage, our vision is for heritage to be valued, cared for and sustained for everyone, now and in the future. · We believe in the power of heritage to ignite the imagination, offer joy and ins ...
-
Compliance Executive
3 days ago
Lime People Harrogate, United KingdomMy client is a successful Investment Management & Financial Planning firm based in Harrogate, providing sound financial advice to both businesses and individuals across the UK. · We are urgently seeking an experienced Compliance Executive who will assist the Compliance Officer wi ...
-
Business Support Administrator
1 week ago
Kingswood Group Harrogate, United KingdomWorking within our Business Support team in Harrogate, alongside the wider operations team, you will be integral to the provision of our discretionary asset management services to advisers/clients. Supporting with regular operational and administrative tasks, dealing with adviser ...
-
Property Surveyor
3 days ago
Anchor Trust Harrogate, United Kingdom**Job Title: Property Surveyor - Care** · **Location: covering an area from Newcastle to York** · **Salary: c.£37,731 per annum (depending on experience) plus car allowance £5,800** · **Permanent hours per week** · **About the role**: · You will be responsible for managing delive ...
-
Paraplanner
1 week ago
Reward Recruitment Harrogate, United Kingdom**Paraplanner** · **Harrogate** · Our client is a financial services company with a wealth of experience of providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses. As a business they pride themselves in offering an ex ...
-
Portfolio Assistant
3 days ago
atomos Harrogate, United Kingdom**Career** · This would be a fantastic move for an experienced graduate or someone who wants to build a career in a growing wealth & financial planning business. · We are organically growing, so can support your development and career growth. · **About the role** · Reporting to a ...
-
Head of It
1 week ago
Orchard Care Homes Harrogate, United KingdomOrchard Care Homes are seeking to appoint a Head of IT. · With big plans for future growth, this is a fantastic time to join us. This is an influential role r esponsible for the strategic planning, day to day operations and delivery of future services and solutions. We need to en ...
Investment Management - Harrogate, North Yorkshire, United Kingdom - Lime Search & Select Ltd
Description
My client is a highly successful and rapidly expanding Asset Management firm based in Yorkshire, managing client funds in excess of £1.2billion.
Proving clients with a bespoke Private Wealth service.We are urgently seeking an additional Senior Investment Manager to join the highly successful Investment Management arm of the business.
You will be Level 6/7 qualified as an Investment Manager and ideally you will have around 5+ years post qualification experience with a keen desire to succeed within Investment Management.
To manage the team's clients' investments (including providing investment advice) to meet the clients' investment objectives within the scope of their declared risk profile and in line with the firm's Asset Allocation process, Outliers reporting and Client Suitability requirements.
To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
The idea candidate will posses the following qualities:Good understanding of Microsoft Office packages, particularly Word, Excel and Outlook
My client offers a very competitive salary, annual bonus scheme, 9% non-contributory pension, 30 days holiday (rising to 35 days after 5 years) as well as other standard benefits.
Great opportunity for a Senior Investment Manager to join a highly successful firm.Please include why you would like to be considered for this Apprenticeship