Hybrid Assistant Investment Manager - Client Dealing

RGH-Global Ltd; Lancashire; On-site; GBP 35,000 - 60,000; Full time

Job summary

A discretionary wealth management firm in the UK is seeking an Assistant Investment Manager to provide comprehensive support to Investment Managers. Responsibilities include client engagement, portfolio monitoring, and dealing execution. The ideal candidate will have strong technical skills, familiarity with market data systems, and an interest in achieving professional qualifications. This position offers a salary range of £35,000 to £60,000 and allows for hybrid working arrangements.

Qualifications

• Commitment to achieving RQF Level 4 within an agreed timeframe.
• Assessed as Fit & Proper under the FCA Certification Regime.
• Sound understanding of FCA regulatory requirements.

Responsibilities

• Support Investment Managers in delivering high-quality portfolio management.
• Assist with suitability reviews and maintain accurate client records.
• Place trades and process client execution-only orders.

Skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Portfolio management

Regulatory compliance awareness

Education

RQF Level 3 (CISI) qualification

RQF Level 4 (CISI Investment Advice Diploma)

Tools

Bloomberg

FactSet

Fidessa

Job description

A discretionary wealth management firm in the UK is seeking an Assistant Investment Manager to provide comprehensive support to Investment Managers. Responsibilities include client engagement, portfolio monitoring, and dealing execution. The ideal candidate will have strong technical skills, familiarity with market data systems, and an interest in achieving professional qualifications. This position offers a salary range of £35,000 to £60,000 and allows for hybrid working arrangements.