Trainee Investment Manager – Wealth Management


Trainee Investment Manager – Wealth Management           J – 488


£ 25,000 + benefits

Salary circa £25,000 until qualified with substantial future earning potential.

Global Wealth Management Company, specialising in UK & Overseas Equities, Convertibles, Fixed Interest Securities, Investment Trusts, Unit Trusts, Options & Futures, shares, “OEICS”, SIPPs, and ISA’s.

The UK office is based in the thriving city center. With a growing team; currently at 25, the firm are now looking for an Trainee Investment Manager, who will have the opportunity to progress with qualifications (IAD) and look after company clients.

You must be a hands on person, willing assist with all required functions associated with a busy Investment firm back-office. This role would suit an individual who would like to move in to direct markets; initially executing orders on the stock market, working on IPO’s, and suitablility reports.
If you are an IFA / Paraplanner or Qualified Financial Services Administrator who would like to move in to an Investment Management / Stockbroking environment, your experience of wholistic financial planning will be advantageous, and we would love to hear from you.

Attention to detail, first class communication skills, the ability to offer new ideas, and sharing of information and skills with the team is very important.

Study material and exams are supported.

8.30am to 5.30pm. Contributary Pension.

Please apply for a full job description.

N.B It is essential that applicants have experience in a financial planning setting.

To apply for this position please contact us for a discussion or email your CV to Diana Sproston here.

View more opportunities in Financial Planning.

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