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About the Role

Join the Investment Management team as a motivated and curious Trainee Investment Manager. This role offers an excellent opportunity for individuals passionate about financial markets, eager to learn, and committed to delivering exceptional client experiences. Gain hands-on exposure to portfolio management, client servicing, and regulatory compliance, supported by experienced colleagues dedicated to your growth.

Responsibilities

Support and advise on client investment portfolios under guidance and oversight.
Provide professional, inclusive, and responsive service to clients to maintain and strengthen long-term relationships.
Stay updated with market developments and industry best practices to support client outcomes.
Assist in reviewing client portfolios to ensure investments remain suitable and aligned with Treating Customers Fairly (TCF) principles.
Support the arrangement and execution of investment transactions in line with client instructions and regulatory requirements.
Help respond to client queries promptly and clearly, ensuring they feel informed and supported.
Maintain accurate records, uphold compliance standards, and contribute to a culture of integrity.
Work closely with colleagues, support administrative processes, and learn to delegate and monitor tasks effectively.

Requirements

A developing understanding of the financial services industry and its regulatory environment.

Skills

Interest in investment processes, financial planning, and market trends.
Willingness to learn products, services, and internal frameworks.
Awareness of FCA Conduct of Business Rules, Money Laundering Regulations, and TCF principles (or a desire to learn).
Strong organizational 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.

Education Level

Working towards the CISI Level 7 qualification.

Benefits

Support to build technical knowledge, professional confidence, and client-facing skills.
Progression toward becoming a fully qualified Investment Manager.

About the Company

Part of a collaborative, supportive team that values diverse perspectives and encourages continuous learning.