At a Glance
- Tasks: Support client portfolios and deliver exceptional service while developing investment knowledge.
- Company: Join Rathbones, a leading firm with a collaborative and high-performing culture.
- Benefits: Enjoy a competitive salary, private medical insurance, flexible holidays, and study support.
- Other info: Be part of a Disability Confident Employer committed to inclusivity.
- Why this job: Grow your profile and career rapidly in a supportive environment focused on personal development.
- Qualifications: CISI Level 4 IAD and experience in financial services or client-facing roles.
The predicted salary is between 50000 - 70000 £ per year.
Location: Edinburgh
Contract: Permanent
Working pattern: Hybrid
About the Role
In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will develop advanced investment knowledge, technical skills, and commercial acumen and play an active role in business development, building networks, and contributing to the firm’s growth. This role will support an established client book while helping to expand a significant and growing IFA portfolio. It’s an opportunity to grow your profile, take ownership, and benefit from rapid career progression within a supportive, high‑performing team.
What you’ll be responsible for
- Client service & suitability
- Assists in managing client portfolios and lifecycle processes under supervision.
- Ensures suitability through real‑time client engagement, understanding objectives to seek good outcomes.
- Proactively engages with clients and intermediaries, resolving issues and enhancing experience.
- Collaborates with Financial Planners, Portfolio Managers and other Rathbones services to deliver holistic outcomes.
- Investment skills and technical development
- Conducts investment research and contributes to team discussions.
- Assists with asset allocation and portfolio management, ensuring they are managed to mandate.
- Progresses awareness and knowledge of Financial Planning, helping to identify potential referral areas.
- Improves team technological capability, developing and sharing expertise.
- Business development & growth
- Supports development of high‑quality client proposals and presentations.
- Participates in business development training and internal pitch delivery sessions.
- Actively builds internal and external networks to support referrals and commercial opportunities.
- Begins to identify and pursue new business opportunities aligned with Rathbones strategic goals.
- Shares knowledge and business updates with the team.
- Participates in internal forums, research meetings, and CPD activities.
- Mentors junior team members and contributes to collaborative culture.
- Demonstrates initiative in personal development and feedback integration.
About you
If you meet these criteria and are excited about the role, we encourage you to apply.
- CISI Level 4 IAD with both Securities and Financial Planning and Advice papers
- Experience in financial services, investment, or client‑facing roles.
- Exposure to portfolio management, suitability reviews, and client reporting.
- Familiarity with business development activities and relationship management.
- Strong communication and interpersonal skills.
- Clear understanding and articulation of Rathbones proposition, investment process and Research capabilities.
- Ability to explain complex concepts in simple terms.
- Awareness of regulatory environment and compliance standards.
- Client‑centric and commercially aware.
- Proactive, collaborative, and accountable.
- Demonstrates integrity, attention to detail, and professionalism.
- Seeks feedback and strives for continuous improvement.
Our offer to you
We offer a comprehensive remuneration package, reviewed regularly, and a range of benefits including:
- A company pension – 9% non‑contributory or 10% if you contribute 5%
- Private medical insurance – Individual on joining, family after 1 year’s service
- Life assurance – 8 x salary
- Company share scheme
- Discretionary bonus
- Flexible holidays – purchase up to 5 additional days
- Green Car Scheme
- Family‑friendly policies – enhanced family leave for parents & carers
- Study support – study days and funding for courses and qualifications
- Season travel ticket loans
- Other voluntary benefits you can choose to suit you
Equitable and inclusive employment
We’re a Disability Confident Employer (level 2) under the UK Government scheme. Find out more about the Government Scheme online or contact if you require adjustments to apply for a role at Rathbones.
Associate Investment Manager in Edinburgh employer: Rathbone Brothers
Rathbones is an exceptional employer located in the vibrant city of Edinburgh, offering a dynamic work culture that prioritises employee growth and development. As an Associate Investment Manager, you will benefit from a comprehensive remuneration package, flexible holidays, and a supportive environment that encourages collaboration and innovation. With opportunities for rapid career progression and a commitment to inclusivity, Rathbones stands out as a rewarding place to build your career in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Manager in Edinburgh
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Rathbone Brothers, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Rathbone Brothers.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Rathbone Brothers.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Rathbone Brothers, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Associate Investment Manager in Edinburgh
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Rathbone Brothers want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Rathbone Brothers.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Rathbone Brothers will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Rathbone Brothers. Numbers speak louder than words!
How to prepare for a job interview at Rathbone Brothers
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Rathbone Brothers want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRathbone Brothers.
