Trainee investment manager' Work, Jobs (with Salaries)

Trainee Investment Manager
Charles Stanley —Ipswich
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
7d
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
9h
Business Management Trainee
Alpha UK Projects Limited —Newcastle upon Tyne
- From £29,000 a year
- Full-time
- Sales
- Microsoft Office
- In-person
Quick apply
Trainee Building Surveyor
City Property (Glasgow) LLP —Glasgow
- £32,087.41 - £36,278.78 a year
- Hybrid work
10d
Retail Trainee Manager
Majestic Wine Warehouses Ltd. —Chelmsford
- £29,080.48 a year
- Customer service
- Leadership
- Communication skills
- Employee discount
- Sick pay
10d
Early Careers Manager
DWF —Manchester
- Full-time
- Hybrid work
- Organisational skills
Training & Competence Manager
Davy —Belfast
- Full-time
- Hybrid work
- Supervising experience
- Continuous improvement
- Team management
- Employee assistance programme
Quick apply
4d
Audit Manager - Charities and Not-For-Profit Sector
Sayer Vincent —London
- £63,000 - £65,000 a year
- Full-time
- Business development
- Team management
- Mentoring
Quick apply
11d
Trainee Property Manager
LRG —Reading
- £28,800 - £30,800 a year
- Hybrid work
- Computer literacy
- Microsoft Office
- Travel
Quick apply
5d
Head of PMO and Portfolio Management
M Group —Stevenage
- PMP
- Continuous improvement
- Agile
- Annual leave
- Employee assistance programme
4d
CYP-IAPT Trainee: Systemic Family Practice in Child & Adolescent MH
Dorset HealthCare University NHS Foundation Trust —Bournemouth
- £39,959 - £48,117 a year
- Full-time
- University
- Experience working with children
- Travel
4d
Business Development Analyst
Savills IM —London
- £30,000 a year
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Trainee Estate Agent
Bloom Manchester —Manchester
- £25,500 - £37,000 a year
- Full-time
- No experience needed
- Bachelor's degree
- No degree
- Free parking
Quick apply
11d
Trainee Administrator
Apex Group —St. Helier
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
People Advisor (trainee)
Rygor Group Ltd —Westbury
- £12.71 an hour
- Part-time
- Microsoft Office
- Human resources
- Organisational skills
- Health & wellbeing programme
- Annual leave
Trainee Engineering Geologist
AECOM —Nottingham
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- Communication skills
- Annual leave
6d
AI and Automation Analyst
Savills IM —London
- £30,000 a year
- No degree
- APIs
- AI
- Annual leave
7d
Apprentice Trainee Development Officer
Connect Housing Association Ltd. —Dewsbury
- £15,392 - £20,785 a year
- Full-time
- Travel
- Annual leave
- Employee assistance programme
10d
Trainee Air Tightness Test Engineer (Beverley & surrounding areas) - Remote
AES Sustainability Ltd —Beverley
- £26,000 - £26,001 a year
- Monday to Friday
- Remote
- Computer literacy
- Organisational skills
- Computer skills
- Annual leave
- Sick pay
Quick apply
13d
Trainee Estate Agent
LRG —Salford
- £27,000 a year
- Monday to Friday
- Customer service
- Organisational skills
- Communication skills
Quick apply

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Trainee Investment Manager

Charles Stanley -
Ipswich

Apply Now

Job details

Full-time
7 days ago

Qualifications

Investment
Financial Conduct Authority guidelines
Financial planning
Client engagement
Stakeholder liaison
Internal department liaison
Analysis skills
Compliance management
Continuous improvement
Relationship management
Communication skills
Analytics

Full job description

Job Purpose:

The Trainee Investment Manager is responsible for providing high-quality discretionary and advisory investment management services to clients, ensuring portfolios are managed in line with individual objectives, risk profiles, and regulatory requirements.

Working as part of the Investment Management Services (IMS) team, the role involves advising on and managing designated client portfolios, delivering an exceptional client experience, and building long-term relationships based on trust, expertise, and professional service.

The successful candidate will maintain a strong understanding of market developments and investment strategies while ensuring adherence to the firm's compliance framework, policies, and regulatory obligations.

Key Responsibilities:

Client Service & Relationship Management

Deliver a professional and proactive investment management service to existing and prospective clients.
Build, develop and maintain strong client relationships, identifying opportunities to enhance the client experience and support business growth.
Respond to client enquiries and communications promptly, professionally and efficiently.
Produce and issue client valuations, reports and other communications within required regulatory timescales.
Conduct regular portfolio reviews to ensure investments remain suitable for clients' objectives, risk appetite and changing circumstances.

Investment Management

Provide investment advice and recommendations across a range of asset classes, including equities, collective investments and other approved investment products.
Manage designated client portfolios in line with agreed investment mandates and the firm's investment strategy.
Execute client transactions accurately and efficiently in accordance with client instructions, mandates and regulatory requirements.
Monitor market conditions, economic trends and investment opportunities to support effective portfolio management and decision-making.
Maintain a high level of market awareness and continuously develop investment knowledge and expertise.

Compliance & Risk Management

Ensure all activities are conducted in accordance with FCA regulations, internal policies and the Investment Management Practice Manual.
Promote a strong culture of compliance, risk awareness and Treating Customers Fairly (TCF) principles throughout the business.
Maintain personal competence and regulatory standards in line with the firm's Training & Competence Scheme.
Ensure all client records, suitability documentation, training and competency records are maintained accurately and kept up to date.
Support the implementation and ongoing adherence to company policies, procedures and governance standards.

Operational Excellence

Liaise effectively with operational and back-office teams to ensure the smooth processing of client transactions and timely resolution of queries.
Maintain accurate and comprehensive client records and portfolio documentation.
Delegate appropriate administrative responsibilities to support staff and provide guidance and oversight where required.
Contribute to continuous improvement initiatives designed to enhance efficiency, client service and operational effectiveness.

Qualifications & Experience:

Essential

CISI Level 6 qualified or actively working towards completion.
Experience within investment management, wealth management or financial services.
Sound understanding of investment products, portfolio management principles and the regulatory environment.
Working knowledge of FCA regulations and compliance requirements.

Desirable

Commitment to achieving CISI Level 7 Chartered Wealth Manager status within 36 months of joining.
Experience managing client investment portfolios and providing investment recommendations.
Understanding of financial planning and wider wealth management services.

Knowledge, Skills & Competencies:

Strong understanding of investment management principles, portfolio construction and investment markets.
Broad market awareness with the ability to interpret economic and market developments.
Knowledge of FCA Conduct of Business rules, Anti-Money Laundering regulations and Treating Customers Fairly (TCF) requirements.
Excellent client relationship management and stakeholder engagement skills.
Strong verbal and written communication skills, with the ability to explain complex information clearly and confidently.
Highly organised with excellent attention to detail and accuracy.
Commercially minded with a client-focused approach.
Strong analytical and problem-solving skills.
Resilient, professional and able to perform effectively under pressure.
Ability to influence, challenge constructively and contribute positively within a team environment.
Committed to continuous professional development and maintaining industry expertise.

Apply Now

Refine Your Search

trainee investment manager' jobs

Trainee Investment Manager

Trainee Financial Planning Administrator

Business Management Trainee

Trainee Building Surveyor

Retail Trainee Manager

Early Careers Manager

Training & Competence Manager

Audit Manager - Charities and Not-For-Profit Sector

Trainee Property Manager

Head of PMO and Portfolio Management

CYP-IAPT Trainee: Systemic Family Practice in Child & Adolescent MH

Business Development Analyst

Trainee Estate Agent

Trainee Administrator

People Advisor (trainee)

Trainee Engineering Geologist

AI and Automation Analyst

Apprentice Trainee Development Officer

Trainee Air Tightness Test Engineer (Beverley & surrounding areas) - Remote

Trainee Estate Agent

I want to receive the latest job alerts for trainee investment manager'

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