Trainee investment manager' Work, Jobs (with Salaries)

Trainee Investment Manager
Charles Stanley —London
- Full-time
- Organisational skills
- Financial services
- Communication skills
7h
Trainee Wealth Planner
Hoxton Wealth —London
- Tax experience
Quick apply
7d
Trainee Move Manager
LRG —Reading
- Up to £27,000 a year
- Remote
Quick apply
Investment Specialist Traineeship
BNP Paribas —London
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- English
Trainee Sales Manager
Lumen Partners —Liverpool
- From £25,000 a year
- Full-time
- Hospitality
- Management
- Sales
- Free parking
Quick apply
5d
Trainee - Real Estate Fund Management - 12 Month FTC - (Investment 20/20 Programme)
Invesco —London
- £26,500 a year
- Full-time
- Hybrid work
- Microsoft Office
- Hotel
- Annual leave
- Life insurance
Client Services Manager/ Trainee Paraplanner
OneDome —Southampton
- £25,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- In-person
Quick apply
Accounting Intern/Trainee
CBRE —Glasgow
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
6d
Trainer and Development Officer
Skills Motor Coaches —Nottingham
- From £35,000 a year
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
5d
Conflicts Analyst
Ropes & Gray LLP —London
- Customer service
- Bachelor's degree
- Data entry
Operations Improvement Manager
M Group —Bury St. Edmunds
- £44,000 - £55,000 a year
- Continuous improvement
- Annual leave
- Employee assistance programme
Trainee Hire Controller
Wernick Hire —Kingston upon Hull
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Annual leave
Quick apply
7d
Graduate Project Manager
Soben part of Accenture —Glasgow
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Flexible schedule
Quick apply
Business Development Manager
Skybound Wealth Management —London
- £26,000 a year
- Hybrid work
- Business development
- Communication skills
- Tax experience
Sales Support Analyst
Quilter —Liverpool
- Full-time
- Sales
- SharePoint
- Financial services
6d
Business Development Specialist
Ropes & Gray LLP —London
- Microsoft Powerpoint
- Business development
- Project management
Equity Reward & Venture Capital Assistant Manager
Cooper Parry —London
- Full-time
- Tax experience
Graduate Trainee, Visual Designer
Marex —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
Quick apply
Accounts Payable Manager
Wernick Group Limited —Wickford
- Full-time
- Analysis skills
- Accounting
- Organisational skills
- Free parking
- Annual leave
Quick apply
Trainee Administrator, Depositary
Gen II Group Services - UK- Limited —Southampton
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office

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Trainee Investment Manager

Charles Stanley -
London

Apply Now

Job details

Full-time
7 hours ago

Qualifications

Financial planning
Organisational skills
Financial services
Communication skills

Full job description

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.

Apply Now

Refine Your Search

trainee investment manager' jobs

Trainee Investment Manager

Trainee Wealth Planner

Trainee Move Manager

Investment Specialist Traineeship

Trainee Sales Manager

Trainee - Real Estate Fund Management - 12 Month FTC - (Investment 20/20 Programme)

Client Services Manager/ Trainee Paraplanner

Accounting Intern/Trainee

Trainer and Development Officer

Conflicts Analyst

Operations Improvement Manager

Trainee Hire Controller

Graduate Project Manager

Business Development Manager

Sales Support Analyst

Business Development Specialist

Equity Reward & Venture Capital Assistant Manager

Graduate Trainee, Visual Designer

Accounts Payable Manager

Trainee Administrator, Depositary

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

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