I am working with a brilliant, leading Wealth Management firm, with a great reputation down to their high quality and personal approach to financial planning.
The firm in question are looking to add a Trainee Investment Manager to the team, to work alongside the Senior Investment Managers and Chartered Financial Planners.
This is an exciting role for someone looking to build a career in investment management within an independent, directly authorised Firm, working in a growing team of Chartered Financial Planners. The firm will support you in your studies to the Level 4 Diploma.
Main duties;
- Implement client dealing instructions (with investment manager)
- Support the investment manager with both quantitative and qualitative fund research and analysis for in-house portfolios and bespoke client requests.
- Develop, maintain and enhance fund research library for advisers - to include portfolio funds fact sheets and peer comparisons.
To be considered for this role, ideally you will hold:
- Ideally some experience within the Financial Services industry
- Economics or similar degree would be desirable
- Willingness to learn and develop your skills and knowledge
If this sounds like something that could be of interest, please apply and one of our consultants will be in touch.