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For Companies At a Glance
- Tasks: Assist investment managers with client reviews, proposals, and portfolio management.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of experience.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Gain valuable experience in finance while working in a supportive and inclusive environment.
- Qualifications: No prior experience required; interest in financial services and good communication skills are essential.
- Other info: Full training provided, with opportunities for industry qualifications and career progression.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
About the Role
Level: 2
Department: Investment Management
Location: Leicester (Hybrid)
Contract: Permanent
We are looking to recruit an individual with passion for the industry into our growing team. This role will be assisting an investment manager and the wider team.
This work will include administrative jobs such as opening new accounts, preparing client reviews, assisting with suitability, preparing investment proposals and once exams have been completed, rebalancing portfolios and portfolio management.
The individual should be comfortable taking control of various projects, maintaining a keen attention to detail throughout all tasks.
The individual will report to an investment manager in the team.
We are happy to provide full training for the role, as well as offering access to formal industry qualifications, with the aim of progressing you into an Investment Manager.
An applicant who is already qualified to Level 4 or has already started industry exams is preferable but not mandatory.
Key responsibilities:
- Preparing client reviews
- Producing investment proposals
- Preparing suitability letters
- Maintenance of suitability affirmations
- Once qualified to a sufficient degree, rebalancing portfolios and raising monies
- Monitoring risk systems
- Ensuring liquidity for income payments and charges
About You
- Ideally you will have experience in a similar role as an Investment Administrator/Trainee Investment Manager within Wealth or Investment Management, however this is not essential
- To be successful in this role you will be an independent worker and thinker.
- You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.
- A good level of communication skills is required.
- A good level of Microsoft Office, especially Excel, is required.
- Experience within financial services is beneficial.
#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.
Core Benefits
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.
Trainee Investment Manager - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager - Quilter
✨Tip Number 1
Familiarise yourself with the wealth management industry and Quilter Cheviot's specific services. Understanding their approach to investment management will help you demonstrate your passion and knowledge during any discussions.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work at Quilter or similar firms. Attend industry events or join relevant online forums to make connections that could provide insights or referrals.
✨Tip Number 3
Brush up on your Excel skills, as proficiency in Microsoft Office is crucial for this role. Consider taking an online course or using tutorials to enhance your abilities, particularly in data analysis and financial modelling.
✨Tip Number 4
Prepare to discuss your understanding of risk management and liquidity in investment portfolios. Being able to articulate these concepts will show your readiness for the responsibilities of the Trainee Investment Manager role.
We think you need these skills to ace Trainee Investment Manager - Quilter
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Trainee Investment Manager position. Tailor your application to highlight relevant skills and experiences that align with the role.
Highlight Relevant Experience: Even if you don't have direct experience as an Investment Administrator or Trainee Investment Manager, emphasise any related experience in financial services. Mention any coursework, internships, or projects that demonstrate your understanding of investment management.
Showcase Your Skills: Make sure to highlight your communication skills and proficiency in Microsoft Office, especially Excel. Provide specific examples of how you've used these skills in previous roles or projects to demonstrate your capability.
Craft a Strong Cover Letter: Write a compelling cover letter that expresses your passion for the industry and your eagerness to learn. Discuss why you want to work at Quilter Cheviot and how you can contribute to their team, reflecting their values of integrity, curiosity, and collaboration.
How to prepare for a job interview at Quilter
✨Show Your Passion for Investment Management
Make sure to express your enthusiasm for the investment management industry during the interview. Discuss any relevant experiences or coursework that sparked your interest, and demonstrate your eagerness to learn and grow within the field.
✨Highlight Your Attention to Detail
Since the role involves preparing client reviews and investment proposals, it's crucial to showcase your attention to detail. Provide examples from past experiences where your meticulousness made a difference, whether in academic projects or previous jobs.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Be prepared to discuss how you have successfully communicated complex information in the past, whether through presentations, reports, or team collaborations. This will show that you can convey important financial concepts clearly.
✨Familiarise Yourself with Microsoft Excel
As proficiency in Excel is required, brush up on your skills before the interview. Be ready to discuss any specific functions or tools you are comfortable with, and consider mentioning any relevant projects where you utilised Excel to analyse data or create reports.