At a Glance
- Tasks: Support the Wealth & Investment team in managing client portfolios and enhancing client experiences.
- Company: Join Rathbones, a leading investment management firm with a focus on client success.
- Benefits: Enjoy a competitive salary, private medical insurance, flexible holidays, and study support.
- Other info: Be part of vibrant social groups and inclusion networks for personal and professional growth.
- Why this job: Gain advanced investment knowledge while making a real impact on clients' financial journeys.
- Qualifications: CISI Level 4 IAD and experience in financial services or client-facing roles.
The predicted salary is between 30000 - 40000 £ per year.
At Rathbones, we help people invest their money well, guiding them through life's big moments and ensuring they feel confident in their decisions.
Purpose: Supports the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develops advanced investment knowledge, technical skills and commercial acumen while contributing to business development. Builds on the foundation established as a Trainee with increasing responsibility and prepares for progression to Investment Manager.
Outcomes for the role:
- Assist in managing client portfolios and lifecycle processes under supervision.
- Ensure suitability through real‑time client engagement and understanding of investment objectives.
- Proactively engage with clients and intermediaries, resolving issues and enhancing client experience.
- Collaborate with Financial Planners, Portfolio Managers and other Rathbones services to deliver holistic outcomes.
Investment skills and technical development:
- Conduct investment research and contribute to team discussions.
- Assist with asset allocation and portfolio management, ensuring adherence to mandates.
- Expand knowledge of Financial Planning to identify referral opportunities.
- Improve team technological capability and share expertise.
Skills and knowledge:
- Strong communication and interpersonal skills.
- Clear articulation of Rathbones proposition, investment process and research capabilities.
- Proficiency in relevant IT systems.
- Ability to explain complex concepts in simple terms.
- Aware 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.
Professional experience and qualifications:
- 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.
Our offer to you: We offer a comprehensive remuneration package, regularly reviewed, 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
- Income protection – 75 % 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
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Social groups and communities:
- Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
- Inclusion Networks such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters, Armed Forces.
- The NextGen IM Network – a community of trainees from across the UK with development opportunities and peer support.
EEO Statement: We are a Disability Confident Employer (level 2) under the UK Government scheme. If you require adjustments to apply, please contact us via recruit@rathbones.com to let us know what adjustments you may need.
Associate Investment Manager in Leeds employer: Rathbones Group Plc
At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture in Leeds that fosters professional growth and development. Our comprehensive benefits package, including a generous pension scheme, private medical insurance, and flexible holidays, ensures our employees feel valued and empowered. With opportunities for collaboration and community engagement through various social groups and inclusion networks, we are committed to helping our team thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Investment Manager in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, especially those at Rathbones. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your investment knowledge. Be ready to discuss current market trends and how they relate to client portfolios. Show us you’re not just a candidate, but a future investment guru!
✨Tip Number 3
Practice your communication skills! You’ll need to explain complex concepts simply, so grab a friend and have them quiz you on investment topics. The clearer you are, the more confident you'll come across.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Rathbones team and contributing to our mission.
We think you need these skills to ace Associate Investment Manager in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Associate Investment Manager role. Highlight your relevant experience in financial services and client-facing roles, and show how your skills align with Rathbones' values and objectives.
Showcase Your Communication Skills:Since strong communication is key in this role, use clear and concise language in your application. Demonstrate your ability to explain complex concepts simply, as this will resonate well with the hiring team.
Highlight Your Technical Knowledge:Mention any relevant qualifications, like the CISI Level 4 IAD, and your familiarity with investment processes. This will show that you have the technical skills needed to support the Wealth & Investment team effectively.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way to ensure your application gets the attention it deserves, and you’ll find all the details you need to make a great impression!
How to prepare for a job interview at Rathbones Group Plc
✨Know Your Investment Stuff
Make sure you brush up on your investment knowledge before the interview. Understand Rathbones' investment process and be ready to discuss how you can contribute to managing client portfolios. Familiarise yourself with current market trends and be prepared to share your insights.
✨Show Off Your Communication Skills
Since strong communication is key for this role, practice articulating complex investment concepts in simple terms. Think about examples from your past experiences where you successfully communicated with clients or colleagues, and be ready to share those stories.
✨Be Client-Centric
Rathbones values a client-centric approach, so come prepared with examples of how you've engaged with clients in the past. Think about how you resolved issues or enhanced client experiences, and be ready to discuss how you would apply that mindset in this role.
✨Demonstrate Your Team Spirit
Collaboration is crucial in this position, so highlight your ability to work well with others. Prepare to discuss how you've collaborated with financial planners or other teams in previous roles, and express your enthusiasm for contributing to a team-oriented environment at Rathbones.
