Trainee Investment Manager , Wealth Management , Front Office in Plymouth

35-42K Salary (dependent on experience)

The Client

Our client is a large entrepreneurial Investment Management firm with exciting growth prospects

The Role

This is an exciting opportunity for someone with previous experience of working within a Front Office environment , preferably within Wealth Management / Investment Management ,and who would be looking to take their career to the next level.

The Trainee Investment Manager will support a Senior Investment Director and ensure that each client receives a first class service .

The Trainee Investment Manager will have regular contact with the client base and be responsible for ensuring all administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner – this will include rebalancing portfolios and trading on portfolios.

The Trainee Investment Manager will ensure that all current and new client account data is up to date and accurate and be responsible for production, and distribution of reports and presentations for existing and prospective clients (including valuations and end of year packs).

The Trainee Investment Manager will attend client meetings with Investment Managers where appropriate, with all review meetings scheduled and reports produced to a high standard and delivered on time and will provide all analytics for the team.

The Trainee Investment Manager will prepare and collate research and stock recommendations for the Investment Managers including purchase and sale proposals

The Candidate

1-2 year previous experience in Front Office / Investment Management / Wealth Management environment – within a reputable organisation.

IAD completed or working towards.

Will undertake sufficient professional development for the role

Strong client facing ability.

Good working knowledge of the Microsoft Office suite of products.