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- Tasks: Assist in managing client portfolios and ensure financial goals are met.
- Company: Join an award-winning investment management firm with a focus on client success.
- Benefits: Competitive salary, private medical care, paid birthday leave, and charity volunteering opportunities.
- Other info: Enjoy hybrid working after training and a supportive environment for career growth.
- Why this job: Gain valuable experience in a dynamic 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 Bath 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.
- 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, based from our modern offices in Bath – a short walk from the station. 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 in Bath 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 in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Assistant Investment Manager role.
✨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 an Assistant Investment Manager, you'll need to build strong relationships with clients. Role-play common interview scenarios with friends or family to boost your confidence and refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our award-winning team and ready to contribute to client success.
We think you need these skills to ace Assistant Investment Manager in Bath
Some tips for your application 🫡
Show Your Passion for Investment: When writing your application, let us see your enthusiasm for the investment market. Share any relevant experiences or interests that highlight your commitment to this field. We want to know why you're excited about joining our team!
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Assistant Investment Manager role. Highlight your skills and experiences that align with what we’re looking for, especially in client management and portfolio oversight. This shows us you’ve done your homework!
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant. We appreciate a well-structured application that makes it easy for us to see your qualifications and fit for the role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need about the position there!
How to prepare for a job interview at Argentis Financial Planning Limited
✨Know Your Market
Make sure you brush up on the latest market trends and investment news before your interview. Being able to discuss current events in the investment world will show your genuine interest and knowledge, which is crucial for an Assistant Investment Manager role.
✨Showcase Your Client Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any experience with discretionary portfolio management. This will demonstrate that you can provide excellent service to clients and Introducers.
✨Understand the Role
Familiarise yourself with the day-to-day responsibilities of the position. Be ready to discuss how you would monitor client portfolios and make transactions. Showing that you understand what the job entails will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities within the firm. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.