Salary: Competitive base salary with excellent bonuses and incentives

About Us: We are a leading investment management firm with a strong reputation for delivering outstanding results for our clients. We pride ourselves on our dynamic, inclusive, and forward-thinking culture, and we are committed to developing the next generation of investment professionals. This is an excellent opportunity for a motivated individual to start a rewarding career in investment management, regardless of previous academic qualifications.

Role Overview: We are seeking a highly motivated and ambitious individual to join our team as a Trainee Investment Manager. This role is ideal for someone looking to make a career change and step into the world of finance and investments. No university degree is required; we value enthusiasm, a strong work ethic, and a keen interest in financial markets above formal education.

Key Responsibilities:

• Client Relationship Management: Assist in managing and nurturing client relationships, ensuring their investment needs are met with the highest level of professionalism.
• Market Research and Analysis: Conduct in-depth research and analysis of financial markets, identifying trends, risks, and opportunities for investment.
• Portfolio Management Support: Work closely with senior investment managers to develop and manage investment portfolios, ensuring alignment with client goals and risk tolerance.
• Reporting and Documentation: Prepare detailed reports and presentations for clients and internal stakeholders, maintaining accurate and up-to-date records.
• Professional Development: Participate in structured training programmes, gaining industry-relevant qualifications and developing essential skills in investment management.

What We Offer:

• Competitive Salary: A strong base salary with regular reviews and increases based on performance.
• Generous Bonuses: Performance-based bonuses that reward hard work, initiative, and results.
• Comprehensive Training: Full training provided, including the opportunity to gain industry-recognised qualifications.
• Career Growth: Clear pathways for progression within the firm, with support for continuous professional development (CFA,CAIA)
• Flexible Working: Options for hybrid working, ensuring a healthy work-life balance.
• Employee Wellbeing: A range of wellbeing initiatives, including access to mental health support, fitness programmes, and more.

What We're Looking For:

• Passion for Finance: A genuine interest in financial markets and investment management.
• Strong Communication Skills: Excellent verbal and written communication skills, with the ability to engage with clients and colleagues effectively.
• Investment Advisor Certification: Candidates must hold a recognised Investment Advisor Certification. 
• Analytical Mindset: Strong analytical and problem-solving skills, with an ability to think critically and make informed decions.
• Proactive Attitude: A self-starter who is eager to learn, grow, and take on new challenges.
• Team Player: A collaborative approach, with the ability to work well within a team.

How to Apply: If you’re ready to take the first step towards a rewarding career in investment management, we’d love to hear from you.