We’re looking for a motivated and curious Trainee Investment Manager to join our Investment Management team. This is an excellent opportunity for someone who is passionate about financial markets, eager to learn, and committed to delivering an exceptional client experience.
You’ll gain hands‑on exposure to portfolio management, client servicing and regulatory compliance, all while being supported by experienced colleagues who want to see you grow.
What You'll Be Doing:
As a Trainee Investment Manager, you’ll gradually take on responsibility for supporting and advising on client investment portfolios, always with guidance and oversight as you develop your expertise.
- Client service & relationship building — Provide a professional, inclusive and responsive service to clients, helping to maintain and strengthen long‑term relationships.
- Market learning & awareness — Keep up to date with market developments and industry best practice, using this knowledge to support client outcomes.
- Portfolio reviews — Assist in reviewing client portfolios to ensure investments remain suitable and aligned with Treating Customers Fairly (TCF) principles.
- Investment dealing — Support the arrangement and execution of investment transactions in line with client instructions and regulatory requirements.
- Client communication — Help respond to client queries promptly and clearly, ensuring they feel informed and supported.
- Compliance & record‑keeping — Maintain accurate records, uphold compliance standards and contribute to a culture of integrity across the team.
- Team collaboration — Work closely with colleagues, support administrative processes and learn how to delegate and monitor tasks effectively.
What You'll Bring:
We welcome applicants from all backgrounds who are enthusiastic about developing a career in investment management.
Qualifications & Experience:
- Working towards the CISI Level 7 qualification.
- A developing understanding of the financial services industry and its regulatory environment.
Knowledge & Skills:
- Interest in investment processes, financial planning and market trends.
- Willingness to learn our products, services and internal frameworks.
- Awareness of FCA Conduct of Business Rules, Money Laundering Regulations and TCF principles (or a desire to learn).
- Strong organisational skills and a methodical approach to work.
- Clear, confident communication skills and the ability to build positive relationships.
- A calm, resilient approach, especially when working under pressure.
- Excellent attention to detail, particularly in written work.
- Confidence to contribute ideas, ask questions and challenge constructively as you grow.
Why Join Us?
You’ll be part of a collaborative, supportive team that values diverse perspectives and encourages continuous learning. We’ll help you build the technical knowledge, professional confidence and client‑facing skills needed to progress toward becoming a fully qualified Investment Manager.
