At Rathbones, we help people invest their money well, guiding them through life's big moments and ensuring they feel confident in their decisions.
Job Title
Associate Investment Manager
Department
Investment Management
Location
Leeds
Hiring Manager
Senior Investment Director
Contract Type
Permanent
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.
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