Investment Manager

IDEX Consulting Ltd ,
Leeds, West Yorkshire
Job Type: Full-time
Salary: £50,000 per annum

Overview

An exciting opportunity has arisen for an experienced Investment Manager to join a well established and growing team in Leeds. To manage advisory and discretionary portfolios To carry out general duties with regard to investment department To carry out media work Investment presentations To develop new business To maintain a detailed knowledge of all aspects of investment and markets To maintain detailed knowledge of all technical procedures as regards day to day dealing To adhere to the statement of principles for approved persons To maintain a 'TCF' culture in respect of all the six outcomes To report any risks which may be detrimental to clients or to the firm's reputation, which arise from inadequate procedures, systems or data handling To ensure compliance with FCA requirements, the branch manual, code of conduct policies and T&C framework This is an exiting opportunity where clients are available for the successful candidate Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.