At a Glance
- Tasks: Support Senior Investment Managers in managing client portfolios and ensuring 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 be part of a supportive, knowledgeable team.
- Why this job: Gain valuable experience in a dynamic environment while working towards your FCA Level 4 qualification.
- Qualifications: Degree-level qualification preferred; experience in client contact and portfolio management is a plus.
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 - Hybrid in Salisbury employer: Argentis Financial Planning Limited
Join a dynamic and award-winning investment management firm located in Salisbury, where you will be part of a supportive team that prioritises client success and employee growth. With competitive salaries, private medical care, and opportunities for further qualifications, we foster a positive work culture that values both professional development and community involvement. Experience a fulfilling career in a friendly environment that encourages collaboration and innovation.
Contact Details:
Argentis Financial Planning Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Investment Manager - Hybrid 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 at Hawksmoor Investment Management.
We think you need these skills to ace Assistant Investment Manager - Hybrid in Salisbury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Assistant Investment Manager role. Highlight any relevant qualifications, especially your FCA Level 4 progress, and showcase your client interaction experience.
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. Mention specific examples of how you've successfully managed client portfolios or stayed updated with market trends.
Showcase Your Communication Skills:Since this role involves building strong relationships with clients, make sure your application demonstrates your excellent communication skills. Use clear and concise language, and don’t shy away from showing your positive, client-focused approach.
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 about our company culture and values there!
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 this role involves direct client contact, be prepared to discuss your experience in building relationships and providing excellent service. Think of specific examples where you've successfully managed client expectations or resolved issues.
✨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 contribute to their success.
✨Dress the Part
Even though it's a hybrid role, first impressions matter. Dress professionally for the interview, as it reflects your seriousness about the position. A smart appearance can set a positive tone right from the start!
