Trainee Investment Manager

We are working with a premier Investment Management & Financial Planning organisation renowned for its expertise, integrity and commitment to delivering exceptional results to their clients. With a rich history and a forward-thinking approach, our client has established itself as one of the leading names in the industry.

Our client is now seeking to recruit a Trainee Investment Manager to join their team. As a Trainee Investment Manager, you will provide comprehensive support to the firms Senior Investment Managers and the overall department. You will work closely with seasoned professionals, gaining hands-on experience in various aspects of the investment process, including portfolio management, client relationship management and administration.

Responsibilities include:

• Build strong relationships with clients by providing exceptional service and support
• Conduct thorough research on various asset classes, investment products, and market trends to identify opportunities and risks
• Assist in preparing investment recommendations and presentations based on research findings
• Work closely with Senior Investment Managers providing comprehensive support
• Collaborate with team members across departments and participate in training programs.
• Build relationships with external partners by initiating trades

Compensation Package includes:

• A base salary up to £35,000, with an annual discretionary bonus.

Benefits:

• 9% Pension contribution
• Life Cover
• Private Medical Insurance
• Health Screening
• Income Protection
• Sharesave Plan
• Season Ticket Loan
• 25 Days Annual Leave with an option to purchase an additional 5 days
• Comprehensive study support
• Hybrid working