At a Glance
- Tasks: Support client portfolios and deliver exceptional service while developing investment knowledge.
- Company: Join Rathbones, a leading wealth management firm with a rich history.
- Benefits: Enjoy competitive pay, flexible holidays, study support, and a vibrant workplace culture.
- Other info: Be part of a diverse, inclusive team that values your growth and wellbeing.
- Why this job: Grow your career in a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CISI Level 4 IAD and experience in financial services or client-facing roles.
The predicted salary is between 49500 - 60500 £ per year.
At Rathbones, our purpose is to help more people invest their money well, so they can live well. We are one of the UK's leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments.
Our advisers take the time to understand each client's goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term. Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients.
With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands. Rathbones Group Plc is a FTSE 250-listed company.
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.
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.
You’ll be a confident communicator with real gravitas and be able to build strong relationships. With a naturally consultative, sales-oriented approach, you'll spot opportunities, nurture connections and support the growth of the IFA channel. An interest in this market is key, along with the drive to build and scale your own client base over time. This is a great 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. Understands investment objectives to seek good client outcomes. Proactively engages with clients and intermediaries, resolving issues and enhancing client 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, management of portfolios and ensuring they are managed to mandate. Progresses awareness and knowledge of Financial Planning, helping to identify potential areas for referral. Improves team technological capability, being prepared to develop and share 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
- ESSENTIAL - 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 want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong. We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- 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
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:
- Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
- Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause and Armed Forces.
Life at Rathbones
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. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all. We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. If you require adjustments to apply for a role at Rathbones, please contact us to let us know what adjustments you may need.
Mission
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. Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren't just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
Associate Investment Manager in London employer: . Rathbones Group
At Rathbones, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and well-being. With a comprehensive benefits package, including flexible holidays, study support, and a strong commitment to diversity, our Glasgow, Liverpool, and London offices provide a vibrant environment where you can thrive as a Digital Application Developer while contributing to meaningful financial solutions for our clients.
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We think this is how you could land Associate Investment Manager in London
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We think you need these skills to ace Associate Investment Manager in London
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