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DATE ADDED: Wed 01/01/2020

Investment Manager

Leeds, UK
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COMPANY: IDEX CONSULTING

JOB TYPE: Permanent, FullTime

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





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