Associate Investment Manager

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.

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.

• 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.

• 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.

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.

• 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.

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

• 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.

• 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.

We want everyone at…