Trainee investment Work, Jobs in London (with Salaries)

Business Development Trainee
Meredith Brown Associates —London
- Salesforce
- Internship
9d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Trainee Wealth Planner
Hoxton Wealth —London
Quick apply
Business & Private Client Tax ATT-CTA Trainee
Menzies LLP —Staines-upon-Thames
- £29,000 a year
- Hybrid work
- Communication skills
- Employee assistance programme
3d

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Trainee Wealth Manager
First Sentinel Wealth —London
Good time management skills to prioritise tasks effectively within a fast-paced environment. Support administrative tasks including data entry, document…
£30,000 - £35,000 a year
Quick apply
2d
Trainee Wealth Manager
RGH‑Global Limited —London
Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression…
£29,000 - £33,000 a year

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Business Development Trainee

Meredith Brown Associates
London

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Job details

Graduate | Internship
9 days ago

Qualifications

Power BI
Report writing
Meeting coordination
Travel arrangements
Report generation
Stakeholder liaison
Salesforce
Accommodation booking
Event planning assistance
Events management

Full job description

Our client, an investment management house, based in the City of London, is seeking a highly organised, proactive and customer-focused Business Development Trainee to join a busy Distribution team.

This is a varied role providing administrative and operational support across the team, with responsibility for client liaison, reporting, events, meeting coordination and general team support. You will work with a range of internal and external stakeholders, ensuring requests are handled accurately, professionally and within agreed deadlines.

Roles & Responsibilities

Provide day-to-day administrative support to the Distribution team.
Maintain and update the Salesforce CRM system, ensuring information is accurate and procedures are followed.
Coordinate client, product and fund information requests and maintain appropriate records for audit purposes.
Produce reports and analysis, including performance, risk and competitor information.
Manage multiple email inboxes, prioritising and responding to requests in line with internal processes and deadlines.
Support team members with ad hoc client requests and data requirements using systems including Salesforce, Power BI, Financial Clarity and FE Analytics.
Coordinate meetings, including liaising with internal and external stakeholders, taking minutes and maintaining action logs.
Prepare and distribute presentations and marketing materials.
Arrange travel and accommodation and assist with expenses.
Support the end-to-end delivery of events, including venue liaison, invitations, delegate management, documentation, itineraries and post-event administration.
Ensure event documentation is accurate, compliant and appropriately maintained for audit purposes.
Provide general support to the wider Client Services and Facilities teams as required.

Experience & Qualifications

This role will suit a recent graduate with a client service or business development internship in the finance industry, preferably in Fund Management or Wealth Management.

Team player with a positive, results orientated approach.
Resilient and assertive
Professional manner

To apply for this exciting opportunity, please email your CV to [email protected]

Ref: LT1360284.

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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trainee investment jobs in london

Business Development Trainee

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Trainee Wealth Planner

Business & Private Client Tax ATT-CTA Trainee

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