Wealth & Investment Associate - Client Growth & Strategy

Rathbones Group; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Pension - 9% non-contributory or 10%

Private medical insurance - Individual

Life assurance - 8 x salary

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Job summary

Rathbones Group Plc in London is seeking an Associate Investment Manager to support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will develop investment knowledge, engage with clients and intermediaries, and contribute to growth of the IFA portfolio.

The role offers career progression within a high-performing team, with opportunities to expand client base and network.

Qualifications

• 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.

Responsibilities

• Client service & suitability: assist in managing portfolios under supervision.
• Investment skills: conduct research and contribute to team discussions.
• Business development: develop client proposals and presentations.
• Growth: build internal/external networks for referrals and opportunities.
• Strategy: identify new business opportunities aligned with Rathbones goals.
• Team: mentor juniors and share knowledge; participate in CPD.

Skills

CISI Level 4 IAD

Client-facing experience

Portfolio management exposure

Business development

Strong communication

Investment process understanding

Explain complex concepts

Regulatory awareness

Client focus

Proactive & collaborative

Integrity & detail

Continuous improvement

Education

CISI Level 4 IAD with Securities and Financial Planning and Advice papers

Job description

Rathbones Group Plc in London is seeking an Associate Investment Manager to support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will develop investment knowledge, engage with clients and intermediaries, and contribute to growth of the IFA portfolio.

The role offers career progression within a high-performing team, with opportunities to expand client base and network.