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- Tasks: Support Senior Investment Managers in managing client portfolios and ensuring financial goals are met.
- 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: Enjoy hybrid working after training and a commitment to employee well-being.
- 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.
- 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 in Salisbury 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 Salisbury
✨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 scenarios with friends or family to boost your confidence and refine your approach.
✨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 Salisbury
Some tips for your application 🫡
Show Your Passion for Investment: Make sure to highlight your keen interest in the investment market. We want to see your enthusiasm and how it aligns with our mission of prioritising client success.
Tailor Your Application: Don’t just send a generic CV and cover letter! We love when applicants take the time to tailor their application to the Assistant Investment Manager role, showcasing relevant experience and skills.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that make it easy for us to see why you’d be a great fit for our team.
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 this exciting opportunity!
How to prepare for a job interview at Argentis Financial Planning Limited
✨Know Your Investment Stuff
Make sure you brush up on your knowledge of the investment market. Familiarise yourself with current trends, asset classes, and regulations. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Client Skills
Since the role involves direct client contact, be prepared to discuss your experience in managing client relationships. Think of specific examples where you've provided excellent service or resolved issues effectively. This will demonstrate your client-focused approach.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows that you're not just interested in the job, but also in how you can fit into their team.
✨Dress the Part
Even if the company has a relaxed dress code, it's always better to err on the side of professionalism for an interview. Dress smartly to make a good first impression. It shows that you take the opportunity seriously and respect the interviewers.