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- Tasks: Support investment managers with client onboarding, trade processing, 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 experience in financial services.
- Other info: Full-time, permanent role with salary based on experience; training provided for growth.
The predicted salary is between 20000 - 30000 £ per year.
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 preparing KYC documents and collating data interlinking with the administration of new accounts.
- Uphold client service standard levels by actioning and monitoring internal and external queries via telephone and email.
- Support Investment Managers closely with processing trades and supporting the 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 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, arising 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 documentation and corporate actions, will help you speak confidently about how your skills align with the job during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in investment management. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Stay updated on current market trends and investment strategies. Being knowledgeable about recent developments can set you apart in discussions with interviewers and demonstrate your genuine interest in the field.
✨Tip Number 4
Prepare to discuss your understanding of Capital Gains Tax and operational procedures related to investments. Having a solid grasp of these topics will show that you're ready to contribute effectively from day one.
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 financial services and any qualifications you have or are working towards, such as the CISI Level 4 Investment Advice Diploma. Emphasise skills that align with the job description, like attention to detail and client care.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Trainee Investment Manager role. Mention specific responsibilities from the job description, such as assisting with client onboarding and supporting investment managers, and explain how your background makes you a great fit.
Highlight Relevant Skills: In your application, focus on your understanding of Capital Gains Tax, corporate actions, and operational procedures. Provide examples of how you've used Microsoft Office applications effectively in previous roles or projects.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role of Trainee Investment Manager.
How to prepare for a job interview at Julie Rose Recruitment
✨Know Your Financial Basics
Brush up on your understanding of Capital Gains Tax, corporate actions, and operational procedures related to investments. Being able to discuss these topics confidently will show that you have a solid foundation for 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. Whether it's through accurate data handling or producing documentation, demonstrating this skill will be key in the investment management field.
✨Express Your Willingness to Learn
Since this is a trainee position, emphasise your desire for professional development. Talk about any relevant qualifications you're pursuing and how you plan to achieve the chartered wealth management qualification.
