Assistant Portfolio Manager
Likely
Sponsorship likelihood
This employer has issued visas recently
Not disclosed
Salary
Not disclosed by employer
£45,800
Going rate
Skilled Worker going rate
This role likely qualifies for a Skilled Worker visa
SOC 2422 (99% match) is an eligible occupation, with a going rate of £45,800, and Raymond James UK is a licensed sponsor. That is our reading of the rules. Whether they issue a Certificate of Sponsorship is still their call.
New graduate or PhD holder? Pick one of the lower rates.
What each route needs for this job
| Occupation code | New entrant 70% of going rate | STEM PhD 80% of going rate | Relevant PhD 90% of going rate | Standard rate 100% of going rate |
|---|---|---|---|---|
2422 Finance and investment analysts and advisers Most likely code | £33,400 | £36,700 | £41,200 | £45,800 |
We use the lowest threshold across the plausible codes. Likelihood is Possible at most when the pay clears only a lower rate, or only under a less likely code. How the Home Office picks the code
About the role
About the Role:
We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients.
Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients. You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies.
This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management.
Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR.
What You'll Be Doing:
- Support Investment Managers in the management of discretionary and advisory client portfolios.
- Assist with portfolio reviews, suitability assessments and investment proposals.
- Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
- Monitor portfolio exceptions and support the preparation of investment and trading rationales.
- Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
- Assist with client reporting, tax planning opportunities and investment documentation.
- Maintain records supporting investment decisions, due diligence activities and model governance.
- Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
- Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.
What We're Looking For:
Experience & Qualifications:
We're interested in hearing from candidates who can demonstrate some or all of the following:
- Experience within investment management, portfolio management or investment supports.
- Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
- Understanding of portfolio construction, asset allocation and investment markets.
- Experience supporting private client portfolios would be beneficial.
Knowledge & Skills:
- Strong analytical and numerical skills with excellent attention to detail.
- Good understanding of investment processes, client suitability requirements and regulatory frameworks.
- Strong communication and relationship-building abilities.
- Well organised, adaptable and able to manage multiple priorities effectively.
- Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
- A proactive, collaborative and client-focused approach.
- Genuine interest in financial markets and investment management.
About Us:
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades. Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.
Raymond James is an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.
This description is the source posting as it read when we added it. We are not affiliated with Raymond James UK, so check their own site for the current details.
Where this offer sits in the market
Finance and investment analysts and advisers (SOC 2422) · UK · ONS ASHE 2025 · basic pay · ~203k in sample- Middle half £36,296–68,744
- Median £49,816
- Going rate £45,800
- Threshold £41,700
- New entrant £33,400–41,200
Similar sponsored roles
See all UK visa jobsNo close matches live right now.
Browse more sponsored jobs at Raymond James UKAbout sponsorship for this role
Does this job guarantee visa sponsorship?
Not necessarily. Raymond James UK holds a sponsor licence, but sponsorship for a specific hire is always the employer's decision. Be upfront in your application that you'll require it.
What salary is needed for this role to be eligible?
The offer must clear both the general threshold and the SOC 2422 going rate of £45,800. New-entrant and shortage discounts can lower it.