Senior Associate Investment Manager in Broughton

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns; it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most.

We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel and we're growing.

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.

We're looking for an ambitious, dynamic and team-oriented Associate Investment Manager to join our growing Rathbones team. This role will support an established client book while helping to expand a significant and growing IFA portfolio.

With a naturally consultative, sales-oriented approach, you'll spot opportunities, nurture connections and support the growth of the IFA channel. This is a great opportunity to grow your profile, take ownership, and benefit from rapid career progression within a supportive, high-performing team.

• Client service & suitability
• Assists in managing client portfolios and lifecycle processes under supervision.
• Understands investment objectives to seek good client outcomes.
• 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, management of portfolios and ensuring they are managed to mandate.
• Progresses awareness and knowledge of Financial Planning, helping to identify potential areas for referral.
• 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.

Requirements:

• 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.
• Clear understanding and articulation of Rathbones proposition, investment process and Research capabilities.
• Awareness of regulatory environment and compliance standards.

Benefits:

• A company pension - 9% non-contributory or 10% if you contribute 5%.
• Private medical insurance Individual on joining, family after 1 years service.
• Life assurance - 8 x salary.
• Company share scheme.
• Flexible holidays purchase up to 5 additional days.
• Discretionary bonus.
• 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.
• Gym discounts.

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.

The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We're a Level 1 Disability Confident employer under the UK Government scheme.

If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us.

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing for our clients, our colleagues and the communities we're part of.

Please submit your application as soon as possible to ensure you don't miss out.