Graduate Trainee Investment Manager

Graduate Trainee Investment Manager,

Hybrid, Stafford,

Up to £36k

Are you ready to launch your career in Investment Management with a dynamic and entrepreneurial team?

The business is a fast-growing Wealth Management firm looking for a Graduate Trainee Investment Manager to join their team in Stafford.

Their ideal candidate will have a relevant degree or equivalent CISI or CFA qualification with the desire to develop further.

In return, you’ll work in a collaborative environment that fosters growth, hands-on experience working with ultra-high net worth clients, and the potential to advance your career all the way to partnership.

The Business

The business is a well-established Wealth Management business. The client is at the heart of what they do where they look to provide exceptional and personal service. They are currently going through a period of rapid growth, hence the need to expand their team.

The Role

In this role, you will initially support Investment Managers in delivering exceptional client service across a variety of wealth management activities.

Your responsibilities include attending client meetings, monitoring and executing agreed actions, preparing investment reports, and managing associated administration tasks.

You’ll engage in portfolio management, trade executions, and conduct in-depth investment research, providing insights to the team during committee meetings. Additionally, you’ll collaborate with clients’ professional advisors, such as solicitors and tax advisors, to ensure comprehensive service delivery.

The Benefits

• Salary -£25k - £36k
• Hybrid working: 3 days in the office, 2 days from home.
• Company bonus scheme.
• Death in service (4x salary).
• 20 days of holiday, increasing by 1 day with each year of service, up to 30 days. Additional holidays can also be purchased.
• Smart Health Benefits.

If this sounds like a great opportunity, please apply and one of our team will be in contact to support you with the application journey.