We are currently working with an established investment firm who are looking to add a Trainee Investment Manager to their team!

This is a unique opportunity which will allow you to enter a fast-paced Investment environment to assume a Trainee Investment Manager role for professional serves across the UK.

Responsibilities
Support Investment Managers closely with processing trades and supporting with ongoing development of client relationships.
Report and remain aware of any risks which may be detrimental to clients or to the firm’s reputation, which arise from inadequate procedures, systems, or data handling.
To assist with the onboarding of new clients, through the preparing KYC documents and collating of data interlinking with the administration of new accounts.

QUALIFICATIONS & EXPERIENCE
Achieved or working towards industry level qualifications (CISI Level 4 Investment Advice Diploma in Securities and/or Level 7) with a desire to further your professional development to achieve the chartered wealth management qualification.
Experience of working in the Financial Services, or a regulated environment.