Associate Investment Manager

At Rathbones we help people invest their money well so they can live well. That means more than financial returns its about helping people feel confident in their decisions and supported in their future. We dont just manage money we guide people through lifes big moments helping them stay on track and focus on what matters most.

Were proud to be one of the UKs leading wealth managers with over 109bn
* in assets under management and 20 offices across the UK and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing.

* As of June 2025

Role

Title:

Associate Investment Manager

Division:
Rathbones Investment Management
- Scotland

Location:
Edinburgh

Contract:
Permanent

Working pattern:
Hybrid

About the Role

In this role you will support the Wealth & Investment team in managing client portfolios and delivering exceptional client service. You will develop advanced investment knowledge technical skills and commercial acumen and play an active role in business development building networks and contributing to the firms growth.

Were looking for an ambitious dynamic and team-oriented Associate Investment Manager to join our growing Rathbones team. This role will support an established client book while helping to expand a significant and growing IFA portfolio.

Youll be a confident communicator with real gravitas and be able to build strong relationships. With a naturally consultative sales-oriented approach youll spot opportunities nurture connections and support the growth of the IFA channel. An interest in this market is key along with the drive to build and scale your own client base over time.

This is a great opportunity to grow your profile take ownership and benefit from rapid career progression within a supportive high-performing team.

What youll 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

• 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

• CISI Level 4 IAD with both Securities and Financial Planning and Advice papers
  - Essential
• 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.

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…