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- Tasks: Support Senior Investment Managers in managing client portfolios and achieving financial goals.
- Company: Join an award-winning investment management firm focused on client success.
- Benefits: Competitive salary, private medical care, paid birthday leave, and charity volunteering opportunities.
- Other info: Hybrid working available after training; dynamic environment with strong career growth potential.
- Why this job: Gain valuable experience in a friendly team while making a real impact in investment management.
- Qualifications: Degree-level qualification preferred; working towards FCA Level 4 in Investment Management.
The predicted salary is between 30000 - 40000 £ per year.
Are you looking for the next move in your Investment Management career? Do you have a keen interest in the investment market? Want to become part of a growing, award-winning company? If you’re looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, then we’d love to hear from you.
Please note - there is a requirement for you to be office based for 3/4 days per week. Therefore, you will need to be based within an easily commutable distance of Salisbury city centre.
Where do you fit in? You’ll work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals. Day to day you’ll:
- Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives
- Provide excellent service to both clients and Introducers
- Carry out client instructions quickly and accurately
- Make sure valuations and contract notes are sent to clients on time
- Build strong relationships with existing and potential clients and Introducers
- Stay up to date with the latest market trends and investment news to offer the best support to clients
What’s in it for you? A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity. You’ll gain experience within a friendly, expanding, award winning business from a knowledgeable team of senior investment managers. A varied and busy role plus support to take further qualifications.
What do you need to be successful? A degree-level qualification – or equivalent experience- is preferred. You’ll have, or be working towards, your FCA Level 4 qualification in Investment Management. Experience with direct client contact and discretionary portfolio management along with a desire to learn. Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach.
We work 37.5 hours per week, Monday to Friday. Following successful completion of your training period, hybrid working will be available.
We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
Assistant Investment Manager employer: Argentis Financial Planning Limited
Contact Detail:
Argentis Financial Planning Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Investment Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for an Assistant Investment Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your market knowledge. Stay updated with the latest trends and news in investment management. This will not only impress your interviewers but also show that you're genuinely interested in the field.
✨Tip Number 3
Practice your communication skills! As you'll be dealing with clients and Introducers, being able to convey complex information clearly is key. Consider mock interviews or even chatting with friends about investment topics to build your confidence.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining our team. Plus, it shows you're proactive and really want to be part of our growing company.
We think you need these skills to ace Assistant Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Investment Manager role. Highlight relevant experience, especially in client contact and portfolio management, and don’t forget to mention any qualifications you have or are working towards!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for investment management and how you can contribute to our team. Be sure to mention why you’re excited about joining an award-winning company like us.
Showcase Your Market Knowledge: We want to see that you’re up-to-date with the latest market trends and investment news. Include examples of how you’ve applied this knowledge in your previous roles or studies to demonstrate your proactive approach.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Argentis Financial Planning Limited
✨Know Your Investment Stuff
Brush up on your knowledge of the investment market, asset classes, and current trends. Be ready to discuss recent market movements and how they might impact client portfolios. This shows your passion and commitment to staying informed.
✨Showcase Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any experience you have with discretionary portfolio management. This will demonstrate your client-focused approach.
✨Understand the Company Culture
Research the company’s values and mission. Be prepared to explain why you want to work for them specifically and how you align with their goals. This will help you stand out as a candidate who is genuinely interested in being part of their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, team dynamics, and future opportunities within the company. This not only shows your interest but also helps you gauge if the company is the right fit for you.