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- Tasks: Support a Partner in client work and develop skills for a future Investment Manager role.
- Company: Join a prestigious investment firm located in Mayfair, London.
- Benefits: Competitive salary plus a generous benefits package.
- Why this job: Kickstart your finance career with hands-on experience and mentorship.
- Qualifications: A-level qualified with a keen interest in financial markets.
- Other info: Dynamic team environment with opportunities for professional growth.
The predicted salary is between 24000 - 36000 £ per year.
Location: London
Salary: Competitive plus a generous benefits package
Application Deadline: Tuesday, November 25, 2025
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 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 London
✨Tip Number 1
Network like a pro! Reach out to professionals in the investment field through LinkedIn or industry events. We can’t stress enough how valuable personal connections can be in landing that Trainee Investment Manager role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show that you’re not just interested in any job, but specifically in this opportunity. Tailor your responses to highlight how your skills align with their needs.
✨Tip Number 3
Practice your communication skills! As a future Investment Manager, clear and confident communication is key. We suggest doing mock interviews with friends or mentors to refine your pitch and get comfortable discussing your experiences.
✨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.
We think you need these skills to ace Trainee Investment Manager in 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 passion for investment management and how your skills align with our team’s goals. Keep it concise but impactful!
Showcase Your Technical Knowledge: Since this role involves providing technical support, make sure to mention any relevant knowledge you have about financial markets and investment products. We love seeing candidates who are eager to learn and grow!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
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 connect with the interviewers.
✨Demonstrate Your Customer Service Skills
Think of examples from your past experiences where you provided excellent customer service or resolved issues effectively. Highlighting these instances will show that you understand the importance of client relationships in this role.
✨Prepare Questions for Your Interviewers
Have a few thoughtful questions ready to ask your interviewers about the company culture, team dynamics, or the Trainee Investment Manager programme. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Showcase Your Teamwork Abilities
Be ready to share examples of how you've worked collaboratively in a team setting. Emphasise your ability to support others and contribute to team goals, as this is crucial for the role of a Trainee Investment Manager.
