Raymond James UK is seeking a Trainee Investment Manager to deliver discretionary and advisory investment services, aligning portfolios with client objectives and risk profiles while meeting regulatory requirements.
As part of the Investment Management Services team, you will build strong client relationships, advise on asset classes, monitor markets, and ensure compliance with FCA rules and the firm's policies. You will gain CISI progression and participate in client reviews and reporting.
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Trainee Investment Manager | Client Portfolio Builder in Ipswich employer: Raymond James UK
At Raymond James, we pride ourselves on fostering a culture that prioritises people and their financial wellbeing. As a Practice Management Business Partner, you will benefit from ongoing professional development and the opportunity to work closely with talented advisers, making a tangible impact on their success and client outcomes. Our commitment to values such as Client First and Integrity ensures a supportive environment where your coaching and strategic insights can thrive.
