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For Companies At a Glance
- Tasks: Support investment managers with client onboarding, trades, and portfolio management.
- Company: Join JRRL, a reputable firm in Orpington focused on investment management.
- Benefits: Enjoy 25 days annual leave, bonuses, pension, private medical insurance, and life assurance.
- Why this job: Gain valuable experience, pursue professional development, and work in a supportive team culture.
- Qualifications: Ideal for those with or pursuing industry qualifications and a keen interest in finance.
- Other info: Full-time, permanent role with salary based on experience and training opportunities available.
JRRL are seeking a Trainee Investment Manager to join their client in Orpington. The successful candidate will provide investment management administration support and assistance to investment managers and clients and aid with portfolio management. The company also offers the opportunity to further your professional development to achieve the chartered wealth management qualification.
Key Responsibilities of the Trainee Investment Manager:
- Assist with the onboarding of new clients, through the preparing KYC documents and collating of data interlinking with the administration of new accounts.
- Uphold client service standard levels, by actioning and monitoring internal and external queries via the telephone and email.
- Support Investment Managers closely with processing trades and supporting with ongoing development of client relationships.
- Maintain up to date knowledge on corporate actions to produce and distribute corporate action letters for Investment Managers.
- Research new investment ideas and/or written articles to collate and send to the wider Investment team for wider team support.
- Create and form investment schedules in addition to supporting client documentation.
- Assist with pitching documents for existing and potential clients.
- 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.
Person Specification for the Trainee Investment Manager:
- Achieved or working towards industry level qualifications (CISI Level 4 Investment Advice Diploma in Securities and/or Level 7) with a desire to further professional development to achieve the chartered wealth management qualification.
- Experience of working in the Financial Services, or a regulated environment.
- Good understanding of Capital Gains Tax, corporate actions and operational procedures relating to investments.
- Knowledge of Microsoft Office Applications (Intermediate level).
- Ability to adapt, innovate and analyse complex information.
- A keen eye for detail with proven accuracy skills.
- Excellent written and verbal communication skills with a focus on providing outstanding client care.
Perks and benefits including (but not limited to):
- 25 days’ annual leave, increasing with service.
- Discretionary bonus scheme.
- Pension.
- Private Medical Insurance.
- Life Assurance.
This Trainee Investment Manager position is a great job opportunity to join an established firm offering an attractive salary, great benefits and the opportunity for training and progression. This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.
Trainee Investment Manager employer: Julie Rose Recruitment
Contact Detail:
Julie Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Trainee Investment Manager role. Understanding the specifics, such as KYC processes and corporate actions, will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with current investment managers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Stay updated on market trends and investment strategies. Being able to discuss recent developments or new investment ideas during your interview will show your enthusiasm and commitment to the field.
✨Tip Number 4
Prepare for common interview questions related to client service and risk management. Think of examples from your past experiences that highlight your attention to detail and ability to handle complex information.
We think you need these skills to ace Trainee Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management or financial services. Emphasise any qualifications you have achieved or are working towards, such as the CISI Level 4 Investment Advice Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your desire to further your professional development. Mention specific skills that align with the job description, such as your understanding of corporate actions and client service standards.
Showcase Your Communication Skills: Since excellent written and verbal communication skills are essential for this role, ensure your application is free from errors and clearly articulates your thoughts. Use concise language and maintain a professional tone throughout.
Highlight Attention to Detail: Given the importance of accuracy in this role, provide examples in your application that demonstrate your keen eye for detail. This could include experiences where you successfully managed complex information or maintained high standards in client documentation.
How to prepare for a job interview at Julie Rose Recruitment
✨Know Your Investment Basics
Brush up on your knowledge of investment principles, especially around Capital Gains Tax and corporate actions. Being able to discuss these topics confidently will show that you understand the fundamentals of the role.
✨Demonstrate Client Care Skills
Prepare examples of how you've provided excellent client service in previous roles. Highlight your communication skills and ability to handle queries effectively, as this is crucial for maintaining client relationships.
✨Showcase Your Attention to Detail
Be ready to discuss instances where your keen eye for detail has made a difference. This could be in preparing documents or ensuring accuracy in data handling, which is vital for the role.
✨Express Your Desire for Professional Development
Talk about your commitment to furthering your qualifications, such as the chartered wealth management qualification. This shows your ambition and willingness to grow within the company.
