Up to £45,000 plus EXCELLENT bonus and benefits

Hybrid working available!

Are you ready to advance your career in investment management, with a focus on exemplary client-centric service?

Due to exciting business growth, a fantastic opportunity has arisen to join a leading Investment Management firm in Newcastle, as they seek an Assistant Investment Manager to join their team. This role offers an exceptional opportunity to support the comprehensive care of client portfolios, deliver outstanding service, and uphold the highest professional standards, all while deepening your expertise in the investment business. Please note, candidates must have completed CISI Investment Advice Diploma (IAD) Level 4 - Securities

Duties of the Assistant Investment Manager to include:

• Provide crucial support in the day-to-day management of client portfolios, including placing deals within permissible thresholds and executing investment instructions.
• Clearly articulate investment decisions to clients and assist with the preparation of essential reports and suitability reviews.
• Support the Investment Management team in ensuring client suitability, which involves understanding their investment aims, financial circumstances, risk appetite, and product knowledge through ongoing engagement.
• Proactively engage with clients and intermediaries to foster strong relationships, anticipate potential issues, and take initiative to resolve them, enhancing our brand's reputation.
• Contribute to the team's investment and technical knowledge base through dedicated research and by building relationships with third-party experts (e.g., brokers, other organisations).
• Enhance the Investment team's technological capabilities by upskilling colleagues on our systems and potentially acting as a Super User.
• Assist in developing high-quality client proposals, including conducting company research, compiling literature, and coordinating research meetings.
• Support the coordination and management of annual portfolio reviews and investment administration data.
• Ensure full compliance with internal policies, procedures, and regulatory frameworks, including maintaining competence and adhering to Conduct Rules, to mitigate risk effectively.

Requirements of the Assistant Investment Manager:

• Candidates must have completed the CISI Investment Advice Diploma (IAD) Level 4 - Securities.
• Candidates must have previous Investment / Wealth management experience
• Effective communication skills, comfortable engaging with clients and intermediaries across various platforms.
• Exceptional attention to detail and strong numerical aptitude.
• A strong foundation of knowledge and a genuine passion for the investment industry and its products, particularly in ethical, sustainable, and impact investments.
• A commitment to staying current with industry developments, including new products, legislation, and regulations.
• An understanding of portfolio theory and client requirements to inform recommendations.
• Working knowledge of various asset classes and the end-to-end investment process.

Benefits to include:

• Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success.
• Meaningful Client Impact: As an Assistant Investment Manager, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships!
• Hybrid working and excellent benefits: Enjoy a hybrid working scheme which can allow you to balance your work and home life seamlessly. With an extensive list of benefits, you would be eligible for, this is a company who truly value their employees!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency