Investment Associate in Manchester

Job description

Are you ready to build meaningful relationships and help clients make a positive impact with their investments? I am proudly working with a fantastic advisory firm in Manchester City Centre, seeking an enthusiastic individual to join their Investment Client Management Team.

The Role: Investment Support

Your primary focus will be providing supporting the Investment Manager in their advice process, whilst maintaining, and developing positive relationships with all clients , acting as the primary point of contact.

Key Responsibilities Include:

• Client Relations & Trust: Serve as the primary, reliable point of contact for clients, cultivating lasting trust and ensuring a consistently high level of service throughout the entire customer lifecycle.
• Strategic Growth Identification: Proactively analyse client financial situations and long-term objectives to pinpoint and propose new investment opportunities that align with their ethical priorities.
• Expert Communication & Education: Develop a deep understanding of complex financial strategies and market mechanics, enabling clear and confident explanations to diverse clients, regardless of their financial literacy level.
• Customized Planning Execution: Collaborate internally to formulate, document, and execute bespoke financial roadmaps that accurately reflect client goals, personal ethics, and specific needs.
• Ethical Advocacy: Act as a representative of the firm, consistently demonstrating high professional integrity and promoting the company's commitment to financially responsible and long-term sustainable practices.

The ideal candidate will demonstrate the following:

• Interpersonal Excellence: You possess exceptional communication and listening skills, with a proven ability to establish quick rapport and maintain professional, personal connections with stakeholders.
• Ethical Commitment: You are passionate about ethical finance and demonstrate a sincere belief in integrating financial decisions with broader positive social and environmental outcomes.
• Self-Driven Approach: A highly resourceful and proactive individual who actively seeks out tasks and readily assumes ownership and accountability for all assigned responsibilities.
• Collaborative Focus: You thrive in a team setting, working effectively with colleagues and placing shared goals and collective success above individual objectives.
• Solution-Oriented: Demonstrates strong analytical skills, able to autonomously diagnose and resolve complex client queries and implement effective, practical solutions.
• Regulatory Commitment: Willing to study for a Level 4 Qualification (IMC or IAD)

This a fantastic opportunity to join an Award Winning Advisory firm. Full training will be given in the role.

Extra information

Status

Open

Education Level

Secondary School

Location

Manchester

Type of Contract

Part-time jobs

Published at

25-10-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English