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- Tasks: Join our team as an Investment Management Trainee, assisting with client administration and investment decisions.
- Company: Quilter Cheviot is a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, a pension scheme, private medical insurance, and an incentive scheme.
- Why this job: This role offers clear progression to an investment adviser and a chance to shape the future of finance.
- Qualifications: Must have strong numerical skills, advanced Excel proficiency, and a level four qualification like CISI IAD.
- Other info: Work in a hybrid environment with a supportive team focused on professional growth and inclusivity.
The predicted salary is between 20000 - 30000 £ per year.
About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About the Role
- Level: 2
- Department: Investment Management
- Location: London (Hybrid)
- Contract: Permanent
We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified. The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager.
The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential. The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff.
About You
Key Essential Experience, Skills, and Knowledge:- Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings.
- Strong numerical acumen and advanced Excel skills.
- Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency.
- Excellent communication and interpersonal skills to build and maintain strong client relationships.
- Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary.
- Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off.
- Keen attention to detail and accuracy in all tasks.
- Strong client focus and dedication to delivering exceptional service.
- Independent worker and thinker with a proactive and entrepreneurial mindset.
- Collaborative team player who supports colleagues' professional growth and development.
- Commitment to adhering to regulatory standards and ensuring compliance.
- Willingness to learn and adapt to new challenges and opportunities.
RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC.
#LI-VS1 #QC Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values- Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
- Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
- Healthcare Cash Plan: Jersey employees only.
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
Investment Management Trainee - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management Trainee - Quilter
✨Tip Number 1
Familiarise yourself with the investment management industry by reading up on current trends and news. This will not only help you in interviews but also show your genuine interest in the field, which is crucial for a role at Quilter.
✨Tip Number 2
Network with professionals in the investment management sector. Attend industry events or join relevant online forums to connect with people who can provide insights and potentially refer you to opportunities at Quilter.
✨Tip Number 3
Brush up on your Excel skills, especially in areas like data analysis and automation. Being proficient in these tools will not only make you stand out but also prepare you for the tasks you'll be handling in the role.
✨Tip Number 4
Prepare to discuss your approach to client relationships and how you would handle client meetings. Quilter values strong interpersonal skills, so demonstrating your ability to build rapport will be key during the interview process.
We think you need these skills to ace Investment Management Trainee - Quilter
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Investment Management Trainee position. Familiarise yourself with the key skills mentioned in the job description, such as client administration, numerical acumen, and advanced Excel skills.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise any previous roles or projects where you prepared client reviews, attended meetings, or demonstrated strong numerical abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your understanding of Quilter Cheviot's values. Mention specific examples of how your skills and experiences make you a great fit for the role and how you can contribute to their team.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the role you're applying for.
How to prepare for a job interview at Quilter
✨Show Your Passion for Investment Management
Make sure to express your genuine interest in the investment management industry during the interview. Research Quilter Cheviot's history and values, and be prepared to discuss how your passion aligns with their mission of providing exceptional service to clients.
✨Demonstrate Your Numerical Skills
Since strong numerical acumen is essential for this role, be ready to showcase your advanced Excel skills. You might be asked to solve a problem or analyse data on the spot, so practice common financial calculations and data manipulation techniques beforehand.
✨Prepare for Client Interaction Scenarios
Given that the role involves client administration and attending meetings, prepare for questions related to client interactions. Think of examples from your past experiences where you successfully managed client relationships or contributed to client reviews and pitches.
✨Emphasise Your Attention to Detail
Attention to detail is crucial in this position. Be prepared to discuss specific instances where your meticulous nature has positively impacted your work. Highlight any experience you have in preparing documents or reports that required a high level of accuracy.
