At a Glance
- Tasks: Support Investment Managers with admin tasks and client interactions in a dynamic wealth management environment.
- Company: Respected financial planning firm with ambitious growth plans.
- Benefits: Gain valuable experience, develop skills, and potential for career advancement.
- Other info: Opportunity to study for investment exams and work in a collaborative team.
- Why this job: Kickstart your career in investment management and make a real impact on client outcomes.
- Qualifications: Recent graduate or 1-2 years experience in wealth management support; strong communication skills.
The predicted salary is between 31500 - 38500 £ per year.
The Company: A well respected and professional financial planning / wealth management firm with ambitious growth plans.
The Role: The Trainee Investment Executive will provide excellent administrative support to a team of Investment Managers to help to deliver good client outcomes. Work efficiently and effectively with the Investment Management team with daily administration tasks associated with the ongoing monitoring of client investment portfolios. Working closely with the colleagues within the wider team to ensure the team are fully supported.
The Trainee Investment Executive will be responsible for:
- Writing up file notes
- Drafting letters
- Arranging client meetings
- Account opening and closing
- Making transfer of stock into accounts and payments
- Updating Avaloq with static data
- Producing excel reports via data held on Avaloq
- Supporting the Desk, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly
- Supporting Investment Managers with preparation and administration for client pitches and meetings
- Assisting the team with ongoing projects
- Carrying out any other relevant duties within the remit of the role and as reasonably directed by management
The Candidate: A recent graduate with an interest in Investment Management / Wealth Management or 1-2 years experience in a similar wealth management support, wealth planning administration or investment management administration role, or Client Services within Wealth Management. An active interest in Investment and Financial markets. Willingness to study for investment exams. Strong communication skills. Proficient in Word, Excel and PowerPoint.
Trainee Investment Executive , Graduate , Wealth Management Support , Norwich employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
