Average Investment Associate salary in the UK

Investment ManagerGloucestershire | £50,000 - £70,000A growing boutique wealth management firm is seeking an Investment Manager to join its expanding team in Cirencester.Working closely with senior leadership, you will inherit an existing discretionary client bank and play a key role in servicing clients, conducting portfolio reviews and supporting the ongoing development of the firm's investment proposition.This opportunity would also suit an Assistant, Associate or Investment Manager looking for greater responsibility within a smaller, client-focused environment.ResponsibilitiesManage and service an existing discretionary client bankConduct client portfolio reviews and meetingsExecute trades across advisory and discretionary portfoliosMonitor portfolio performance and asset allocationAttend Investment Committee meetingsSupport portfolio rebalancing and investment strategy implementationPrepare suitability reports and investment documentationAct as a key point of contact for discretionary investment clientsRequirementsExperience within discretionary investment management or wealth managementStrong understanding of investment markets and portfolio constructionExperience working with client portfoliosLevel 4 qualified as a minimumChartered status or progress towards Chartered qualifications preferredStrong communication and relationship management skillsWhat's on Offer?Salary up to £70,000Existing client bank to inheritClear progression opportunitiesStudy support availableOpportunity to join a growing and ambitious businessHow to Apply:If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity.If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Associate Investment ManagerLeeds | £40,000 - £50,000 + Bonus + Outstanding BenefitsAn exciting opportunity has arisen for an Associate Investment Manager to join a leading UK wealth management business in Leeds.Working alongside an experienced and highly successful team, you will support the management of client portfolios, deliver exceptional client service and continue your development towards becoming a fully-fledged Investment Manager.This is a busy, high-performing team and, as such, they are looking for someone who can add value from day one rather than requiring extensive training. In return, there is a clear and realistic pathway to progress to Investment Manager level within 1-2 years, with significant opportunities for further progression beyond that.The Role• Supporting the ongoing management of client portfolios and ensuring they remain aligned with client objectives and mandates• Building strong relationships with clients, intermediaries and professional connections• Conducting investment research and contributing to discussions around portfolio positioning and asset allocation• Assisting with suitability reviews and client reporting• Working closely with Financial Planners and other specialists to deliver holistic outcomes for clients• Supporting business development activities and helping to strengthen professional relationshipsAbout YouCandidates should possess:• CISI Level 4 IAD, including Securities and Financial Planning & Advice papers• Experience within investment management, wealth management or a similar client-facing environment• Exposure to portfolio reviews, suitability and client reporting• Strong communication skills and the ability to explain complex concepts clearly• Commercial awareness and an interest in developing professional relationships• A proactive approach and the ability to work with increasing autonomyThe salary is expected to be around £40,000, although there is flexibility for candidates who hold Level 7 qualifications or are close to achieving Chartered status.Benefits• Discretionary bonus• up to 10% pension contribution• Private medical insurance• Life assurance of 8x salary• Income protection• Company share scheme• Flexible holiday options• Study support and funded qualifications• Gym discounts and a range of additional benefitsThis is an excellent opportunity for an ambitious investment professional looking to accelerate their career within a highly respected organisation with genuine long-term progression opportunities.

Associate Investment Manager (IFA) - Northampton - Up to £60,000A highly-reputable wealth management practice are seeking an associate Investment Manager/investment analyst to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. As a firm they have both a wealth management and asset management arm, so someone with experience in both would be ideal!Key Responsibilities:Conduct detailed research across asset classes, funds, and market themes Support the ongoing management of discretionary client portfolios Prepare client reporting, portfolio reviews, and investment updates Support client and adviser meetings where appropriate Monitor portfolio positioning, risk exposures, and performance Requirements:Experience within wealth or asset management (typically 2–5 years) Exposure to discretionary portfolio management and/or investment research Good understanding of financial markets, asset classes, and portfolio construction Progress towards or completion of CISI Level 7 (or equivalent) Benefits:Pension contributions matched at 6% (increases to 8% after successful probation)PMI, PHI, and Death in Service schemes after probationOnsite parking and gym facilitiesHoliday tradingCash plansChildcare vouchersEmployee assistance program (EAP)Cycle to work schemesDental Insurance Travel InsuranceDiscount / purchase schemes25 days holidays plus bank holidaysWorking Environment:There is no work-from-home policy, as the Investment and Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards.How to Apply:If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity.If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.