Associate Investment Manager

Job Description

Role Title: Associate Investment Manager

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 firm’s growth. This role will support an established client book while helping to expand a significant and growing IFA portfolio. It’s an opportunity to grow your profile, take ownership, and benefit from rapid career progression within a supportive, high performing team.

What you’ll be responsible for

Client service & suitability

• Assists in managing client portfolios and lifecycle processes under supervision.
• Ensures suitability through real time client engagement, understanding objectives to seek good outcomes.
• Proactively engages with clients and intermediaries, resolving issues and enhancing 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 and portfolio management, ensuring they are managed to mandate.
• Progresses awareness and knowledge of Financial Planning, helping to identify potential referral areas.
• Improves team technological capability, developing and sharing 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.
• 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 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
• 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 offer a comprehensive remuneration package, reviewed regularly, and a range of benefits including:

• A company pension – 9% non contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance – 8 x salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

Equitable and inclusive employment

We’re a Disability Confident Employer (level 2) under the UK Government scheme. Find out more about the Government Scheme online or contact if you require adjustments to apply for a role at Rathbones.