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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: 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.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. 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.
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 in Salisbury employer: Argentis Group Limited
Contact Detail:
Argentis Group 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 engage on platforms like LinkedIn. 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 and client management skills. Be ready to discuss how you can help clients achieve their financial goals. Show them you're not just about numbers, but also about building strong relationships.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for a smoother process! We love seeing candidates who take the initiative to connect directly with us. Plus, it gives you a chance to showcase your interest in being part of our award-winning team.
We think you need these skills to ace Assistant Investment Manager in Salisbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Investment Manager role. Highlight your relevant experience in investment management and client relations, 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 the investment market and how you can contribute to our team. Be sure to mention why you’re excited about joining us at StudySmarter.
Showcase Your Skills: In your application, emphasise your strong knowledge of markets and asset classes. We want to see how your skills align with our client-focused approach, so don’t hold back on sharing your achievements!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen to join our growing team!
How to prepare for a job interview at Argentis Group Limited
✨Know Your Investment Stuff
Brush up on your knowledge of the investment market, asset classes, and current trends. Be ready to discuss how these factors influence client portfolios and demonstrate your understanding of the financial goals you’ll be helping clients achieve.
✨Showcase Your Client-Focused Approach
Prepare examples from your past experiences where you’ve successfully managed client relationships or provided exceptional service. Highlight your communication skills and how you prioritise client success, as this is key for the role.
✨Be Ready for Technical Questions
Expect questions that test your knowledge of portfolio management and regulations. Familiarise yourself with common scenarios you might face in the role and think through how you would handle them, showing your problem-solving skills.
✨Demonstrate Your Willingness to Learn
Express your eagerness to grow within the company and pursue further qualifications like the FCA Level 4. Share your plans for professional development and how you intend to stay updated with market changes to better serve clients.