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- Tasks: Support a Partner in client work and develop skills for future investment management.
- Company: Dynamic investment firm located in the heart of Mayfair, London.
- Benefits: Competitive salary plus a generous benefits package.
- Why this job: Kickstart your career in finance and gain hands-on experience in investment management.
- Qualifications: A-level qualified with a keen interest in financial markets.
- Other info: Join a supportive team and enjoy excellent career development opportunities.
The predicted salary is between 24000 - 36000 £ per year.
Location: London
Salary: Competitive plus a generous benefits package
Application Deadline: Tuesday, November 25, 2025
Job Summary
We are looking for a Trainee Investment Manager to join one of our Adviser teams at our Mayfair office, to work closely with one of our Partners, providing technical support and supporting their client work while developing the relevant skills, knowledge and competencies required of a future Investment Manager. The successful postholder will eventually enrol on our internal Trainee Investment Manager programme, once they meet the required standards, and work towards becoming a qualified Investment Manager.
Key Accountabilities
- Provide technical support to the relevant Partner.
- Support the Partner in their client work.
- Place trades on behalf of the Partner.
- Assist with client communication.
- Build up technical knowledge related to financial markets, investment products, client administration and reporting, our services and procedures.
Key Competencies
- Getting Things Done: delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge: confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology.
- Customer Service: positive attitude to find solutions in line with TCF principles; uses customer feedback to improve service.
- Effectiveness & Adaptability: able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change.
- Team Working: shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
- At least A-level qualified (or equivalent).
- Demonstrable interest in financial markets.
- At least 18 months experience in a similar environment.
- Ideally holds the CISI Investment Advice Diploma or working towards it.
- Prior experience in relationship management or providing excellent customer service.
- An entrepreneurial mindset.
Contractual Hours
8:00 am to 5:30 pm, Monday to Friday.
Trainee Investment Manager in City of London employer: Killik & Co
Contact Detail:
Killik & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the investment sector, attend industry events, and connect with professionals on LinkedIn. The more connections you make, the better your chances of landing that Trainee Investment Manager role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to investment management and be ready to discuss how your skills align with their goals. Show them you’re not just another candidate, but someone who genuinely wants to contribute.
✨Tip Number 3
Practice your communication skills! As a Trainee Investment Manager, you'll need to convey complex information clearly. Try mock interviews with friends or use online resources to refine your pitch and ensure you come across as confident and knowledgeable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, get your application in and let’s get the ball rolling!
We think you need these skills to ace Trainee Investment Manager in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Investment Manager role. Highlight any relevant experience, especially in financial markets or customer service, and don’t forget to showcase your A-level qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your skills align with what we’re looking for. Be sure to mention your interest in financial markets and any relevant qualifications.
Showcase Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to communicate clearly and effectively. Use concise language and check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Killik & Co
✨Know Your Financial Markets
Brush up on your knowledge of financial markets and investment products. Be prepared to discuss recent trends or news that could impact investments. This shows your genuine interest and helps you stand out as a candidate.
✨Demonstrate Your Communication Skills
Since communication is key in this role, practice articulating your thoughts clearly and confidently. You might even want to prepare a few examples of how you've effectively communicated in past roles, especially in customer service or team settings.
✨Showcase Your Problem-Solving Abilities
Think of specific instances where you've tackled challenges or improved processes. Highlighting your ability to find solutions aligns perfectly with the company's focus on customer service and adaptability.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the company’s approach to investment management or their internal training programme. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
