Associate Investment Manager

Rathbones Group; Sheffield; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Company pension

Private medical insurance

Life assurance

Income protection

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Volunteering days

Gym discounts

Job summary

Rathbones Group in Sheffield is recruiting an Associate Investment Manager to support client portfolios and the Wealth & Investment team. You will develop investment knowledge, contribute to client service and help grow the business through proactive networking.

With CISI Level 4 IAD and experience in financial services or client-facing roles, you will engage with advisers and clients, progress to Investment Manager, and continue your professional development within a supportive, growth‑oriented

Qualifications

• CISI Level 4 IAD with 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.

Responsibilities

• Assist in managing client portfolios and lifecycle processes under supervision.
• Support asset allocation and ensure portfolios adhere to mandates.
• Help develop proposals and participate in business development activities.
• Share knowledge and mentor junior team members.

Skills

Client communication

Interpersonal skills

Investment knowledge

IT systems

Regulatory awareness

Education

CISI Level 4 IAD

Job description

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 £113.6bn in assets under management (as of March 2026) 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.

Role Title: Associate Investment Manager,

Division: RIM North

Location: Sheffield

Contract: Perm

About the Role

Supports the Wealth & Investment team in managing client portfolios and delivering exceptional client service. Develops advanced investment knowledge, technical skills, and commercial acumen. Plays an active role in business development, building networks, and contributing to the firm's growth. This role builds on the foundation established as a Trainee, with increasing responsibility and autonomy, and prepares the individual for progression to Investment Manager and beyond.

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

Team contribution and learning

• 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.

Team Contribution & Learning

• 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

If you meet some of these criteria and are excited about the role, we encourage you to apply

Skills and knowledge

• Strong communication and interpersonal skills.
• Clear understanding and articulation of Rathbones proposition, investment process and Research capabilities
• Proficiency in relevant IT systems.
• 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.

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 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
• 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

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 Matters@Rathbones' 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.

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. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] 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.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.