Assistant Investment Manager

Rathbone Brothers Plc
Newcastle upon Tyne, United Kingdom
Competitive salary and benefits
Mar 13, 2018
Mar 20, 2018
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time

We are looking for an Assistant Investment Manager with a support role background from the Wealth Management or Investment Management industries. The Newcastle office itself is situated in the City centre, on Grey Street; since it opened in 2013 the office has doubled in size. The successful candidate will join this growing investment team and benefit from a development plan which will include skills development in investment selection, portfolio management, client service and acquisition in order to become a fully qualified Investment Manager, managing their own client base.

Some relocation support will be offered for the right candidate.

Key responsibilities:

  • To assist Investment Managers with the care of client portfolios and client relationships to the highest possible standard
  • Support the Investment Managers with the daily administration of portfolios and accounts
  • Monitor and review client portfolios to determine their suitability, investment performance and tax considerations

You will:

  • Have experience in a client orientated role within the Financial Services, Investment or Wealth Management industry
  • Hold a minimum level 4, RDR compliant qualification (Investment Advice Diploma or IMC and CFA level 1)
  • Be part way through or have completed a level 7 qualification (CISI Chartered Wealth Manager Qualification or CFA)
  • Have a keen interest in investment and investment products
  • Have an understanding and appreciation of the regulatory environment in which we operate
  • Have career aspirations to become an Investment Manager

Desirable Skills

  • A 2.1 or above degree

The Company 

Rathbone Brothers Plc, through its subsidiaries, is one of the UK's leading providers of investment management services for individuals, charities and professional advisers. Key facts about Rathbone Brothers Plc: 

  • FTSE 250 listed company 
  • A heritage dating back to 1742 
  • 15 offices across the UK including an offshore presence in Jersey 
  • 280 experienced investment professionals
  • £39.1 billion of funds under management
  • Over 48,000 clients 

Rathbone Investment Management is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Our success and reputation is built on the simple, but increasingly rare, commitment to superior client service as well as state-of-the-art administrative systems. We provide a whole-of-market and objective perspective on the management of investments and this, together with direct access to an investment manager, results in an investment portfolio that will meet individual client requirements. 

*as at 31 December 2017, (funds under management also include funds managed by Rathbone Unit Trust Management