Assistant Investment Manager - Hybrid

Argentis Financial Planning Limited; Salisbury; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Private medical care

Paid birthday leave

Opportunities to volunteer

Job summary

Argentis Financial Planning Limited is seeking an Investment Management professional to work closely with Senior Investment Managers to manage client portfolios and help achieve financial goals. The role involves monitoring portfolios, processing client instructions, and delivering timely valuations and contract notes in a supportive, client‑focussed environment.

With a 37.5-hour week and hybrid working after training, you will join a growing, award-winning team and have opportunities to

Qualifications

• A degree-level qualification or equivalent experience preferred.
• Working towards FCA Level 4 in Investment Management is expected.
• Experience with direct client contact and discretionary portfolio management.

Responsibilities

• Regularly monitor client portfolios, executing transactions to align with objectives.
• Provide excellent service to clients and Introducers.
• Carry out client instructions quickly and accurately.
• Ensure valuations and contract notes are sent on time.
• Build strong relationships with existing and potential clients and Introducers.
• Stay up to date with market trends and investment news to offer the best support.

Skills

Discretionary portfolio management

Direct client contact

Market knowledge

Communication

Education

FCA Level 4 Qualification in Investment Management

Degree-level qualification or equivalent experience

Job description

Are you looking for the next move in your Investment Management career?

Do you have a keen interest in the investment market? Want to become part of a growing, award-winning company?

If you’re looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, then we’d love to hear from you.

Please note - there is a requirement for you to be office based for 3/4 days per week.Therefore, you will need to be based within an easily commutable distance of Salisbury city centre.

Where do you fit in?

You’ll work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals.

Day to day you’ll;

• Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives
• Provide excellent service to both clients and Introducers
• Carry out client instructions quickly and accurately
• Make sure valuations and contract notes are sent to clients on time
• Build strong relationships with existing and potential clients and Introducers
• Stay up to date with the latest market trends and investment news to offer the best support to clients

What’s in it for you?

• A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
• You’ll gain experience within a friendly, expanding, award winning business from a knowledgeable team of senior investment managers
• A varied and busy role plus support to take further qualifications

What do you need to be successful?

• A degree-level qualification – or equivalent experience- is preferred. You’ll have, or be working towards, your FCA Level 4 qualification in Investment Management
• Experience with direct client contact and discretionary portfolio management along with a desire to learn
• Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach

We work 37.5 hours per week, Monday to Friday.

Following successful completion of your training period, hybrid working will be available.

To discover more about a career with us, please visit - www.hawksmoorim.co.uk/about-us/join-our-team/

We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

Experience with direct client contact and discretionary portfolio management along with a desire to learn. Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach.