Trainee Investment Manager

Investment Manager - Exeter, South West England

Ref: 647Monday 23 May 2022

£22,000 - £28,000

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.

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