- Assist in managing client portfolios, including trades, transfers, and income management.
- Support new business activities, including preparing presentations, attending pitches, researching prospects, and following up on leads.
- Contribute to investment proposals.
- Organise and compile client data and documentation.
- Aid in preparing and conducting client meetings.
- Genuine passion for investment.
- Strong numerical and data skills.
- Willingness to pursue professional qualifications.
- Proficient in FE Analytics.
- Excellent communication skills.
- Ability to build and maintain strong stakeholder relationships.
- Able to work from the head office near York or work remotely.
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Investment Portfolio Manager
2 weeks 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 ...
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Investment Manager
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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 ...
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Investment Manager
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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 ...
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Investment Manager
1 week ago
IDEX Consulting Ltd North Yorkshire, United KingdomA fantastic opportunity has arisen for an experienced Investment Manager to join a boutique Wealth Management firm, based out of their North Yorkshire offices. · The business has locations in London and Scotland too, with the majority of the support team based in the founding off ...
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Investment Manager
1 week ago
IDEX Consulting Ltd North Yorkshire, United KingdomA fantastic opportunity has arisen for an experienced Investment Manager to join a boutique Wealth Management firm, based out of their North Yorkshire offices. · The business has locations in London and Scotland too, with the majority of the support team based in the founding off ...
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Investment Appraisal Manager
1 week ago
Marks Sattin recruitment Leeds, United KingdomAre you looking for a challenging and rewarding new opportunity in an exciting role that is focused on a rapidly developing part of the organisation? · This **Commercial Finance Manager with**a focus on **Investment Appraisal**is part of a wider team that partners the Property te ...
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Investment Manager, Harrogate
2 weeks 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 ...
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Investment Reporting Manager
2 days ago
Edenbrook York, United KingdomWe are working with a leading general insurer for an exciting opportunity as an Investment Reporting Manager. Operating in the Investment reporting team, you will be providing critical support for the £400bn of investment assets held within the market. · The key responsibilities ...
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Investment Reporting Manager
17 hours ago
Edenbrook York, United KingdomJob Description · We are working with a leading general insurer for an exciting opportunity as an Investment Reporting Manager. Operating in the Investment reporting team, you will be providing critical support for the £400bn of investment assets held within the market. · The ke ...
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Investment Reporting Manager
1 day ago
Edenbrook York, North Yorkshire, United KingdomWe are working with a leading general insurer for an exciting opportunity as an Investment Reporting Manager. Operating in the Investment reporting team, you will be providing critical support for the £400bn of investment assets held within the market. · Manage the output report ...
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Investment Reporting Manager
1 day ago
Edenbrook York, United KingdomWe are working with a leading general insurer for an exciting opportunity as an Investment Reporting Manager. Operating in the Investment reporting team, you will be providing critical support for the £400bn of investment assets held within the market. · The key responsibilities ...
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Assistant Investment Manager
1 week ago
CareerBliss York, United KingdomA 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 ...
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Investment Manager/director
1 week ago
Synchronicity Group Leeds, United KingdomAs part of our continued success, we are currently recruiting for an experienced Investment Manager to join this leading Wealth Planner/Manager to be based in London. We are looking for somebody that is dynamic and looking for the right home to acceleratetheir career. Ideally, yo ...
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Investment Manager
5 days ago
New Town Partnership harrogate, United KingdomJob DescriptionInvestment 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 ...
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Investment Manager
2 weeks 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 ...
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Investment Manager
3 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 ...
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Investment Manager
2 weeks 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. ...
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Investment Management
3 weeks ago
Lime Search & Select Ltd Harrogate, North Yorkshire, United KingdomMy 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 h ...
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Investment Manager
6 days ago
Lime 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 of assets under management, w ...
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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 - York, United Kingdom - Pratap Partnership Ltd
Description
A 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 an exciting opportunity for professional development, competitive compensation, and to thrive in a dynamic and vibrant work environment.
Key Responsibilities:
About You: