Description
This is an exciting entry-level opportunity within TrinityBridge's Investment Specialist Team (IST), ideal for a school leaver, graduate, or someone at the beginning of their financial services career. The role offers broad exposure to the UK wealth management industry, supporting the team that acts as a key link between TrinityBridge's investment office, financial planners, business development teams, and clients. Working closely with colleagues across teams such as Marketing, Learning and Development, and Financial Education Services, the successful candidate will provide administrative and communication support while developing their understanding of TrinityBridge's investment solutions and services. This is a varied role requiring strong attention to detail, excellent communication skills, and a proactive approach, with opportunities for professional qualifications and long-term career development. Based in London, the position follows a hybrid working model, combining office and home working.
Key responsibilities
• Provide proactive, high-quality administrative support to the IST as they strive to help the various distribution channels win and retain business. This will include the maintenance of investment-related materials (such as presentations) and preparation support for client facing activities (such as in-person meetings, conferences and seminars, and webinars).
• Provide administrative support on behalf of the IST to the broader Wealth Planning channel, including Intermediary Partnerships, TrinityBridge’s Financial Planners and Paraplanners, the National Account Director, Business Development Directors, DDQ/RFP Specialist and the IFA Relationship team.
• Help the IST to champion TrinityBridge’s investment philosophy to the firm’s clients. Support the team in extolling its benefits and articulating the ways in which the TrinityBridge approach and offering differentiates the proposition from those of peers and competitors.
• Work with Marketing to support the maintenance and generation of material to aid the team and the distribution channels in the undertaking of their day-to-day duties and achievement of their wider goals. Manage and support marketing-related administrative activities, ensuring all collateral is up-to-date, accurate, compliant and on brand.
• Stay fully abreast of developments and updates across key TrinityBridge funds and services – understanding the various investment teams’ investment philosophies, processes and propositions - in order to support the IST in fielding queries and requests about them accurately and in a timely manner.
Regulatory responsibilities | Compliance/T&C
• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
About you | Qualifications, skills and strengths
• Likely an A-level school-leaver, or recent graduate, with a genuine and demonstrable interest in wealth management, investments, fund management, economics, etc.
• Willing to study entry-level investment qualifications, such as the Investment Management Certificate (IMC) Level 4, as the role develops over time
• Committed to personal development, with a demonstrable willingness to learn from those around you and constantly improve, through seeking and receiving feedback.
• Excellent written and verbal communication skills
• Keen eye for detail with a good blend of analytical and creative skills
• Comfortable with data management and proficient in Microsoft Excel, PowerPoint, Word, Teams, etc.
• A team player with a collaborative mind-set
• Ability to work under pressure, multi-task and deal frequently with competing and/or unrelated demands from different areas of the business, whilst still producing work of a high standard
• A positive and optimistic “can do” attitude
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1
This is an exciting entry-level opportunity within TrinityBridge's Investment Specialist Team (IST), ideal for a school leaver, graduate, or someone at the beginning of their financial services career. The role offers broad exposure to the UK wealth management industry, supporting the team that acts as a key link between TrinityBridge's investment office, financial planners, business development teams, and clients. Working closely with colleagues across teams such as Marketing, Learning and Development, and Financial Education Services, the successful candidate will provide administrative and communication support while developing their understanding of TrinityBridge's investment solutions and services. This is a varied role requiring strong attention to detail, excellent communication skills, and a proactive approach, with opportunities for professional qualifications and long-term career development. Based in London, the position follows a hybrid working model, combining office and home working.
Key responsibilities
• Provide proactive, high-quality administrative support to the IST as they strive to help the various distribution channels win and retain business. This will include the maintenance of investment-related materials (such as presentations) and preparation support for client facing activities (such as in-person meetings, conferences and seminars, and webinars).
• Provide administrative support on behalf of the IST to the broader Wealth Planning channel, including Intermediary Partnerships, TrinityBridge’s Financial Planners and Paraplanners, the National Account Director, Business Development Directors, DDQ/RFP Specialist and the IFA Relationship team.
• Help the IST to champion TrinityBridge’s investment philosophy to the firm’s clients. Support the team in extolling its benefits and articulating the ways in which the TrinityBridge approach and offering differentiates the proposition from those of peers and competitors.
• Work with Marketing to support the maintenance and generation of material to aid the team and the distribution channels in the undertaking of their day-to-day duties and achievement of their wider goals. Manage and support marketing-related administrative activities, ensuring all collateral is up-to-date, accurate, compliant and on brand.
• Stay fully abreast of developments and updates across key TrinityBridge funds and services – understanding the various investment teams’ investment philosophies, processes and propositions - in order to support the IST in fielding queries and requests about them accurately and in a timely manner.
Regulatory responsibilities | Compliance/T&C
• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
About you | Qualifications, skills and strengths
• Likely an A-level school-leaver, or recent graduate, with a genuine and demonstrable interest in wealth management, investments, fund management, economics, etc.
• Willing to study entry-level investment qualifications, such as the Investment Management Certificate (IMC) Level 4, as the role develops over time
• Committed to personal development, with a demonstrable willingness to learn from those around you and constantly improve, through seeking and receiving feedback.
• Excellent written and verbal communication skills
• Keen eye for detail with a good blend of analytical and creative skills
• Comfortable with data management and proficient in Microsoft Excel, PowerPoint, Word, Teams, etc.
• A team player with a collaborative mind-set
• Ability to work under pressure, multi-task and deal frequently with competing and/or unrelated demands from different areas of the business, whilst still producing work of a high standard
• A positive and optimistic “can do” attitude
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1
Requirements
At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.
At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.
Investment Specialist Administrator employer: TrinityBridge
TrinityBridge is an exceptional employer that prioritises a supportive and inclusive work culture, making it an ideal place for professionals seeking meaningful careers in client services. With a strong commitment to employee growth and development, the company offers ample opportunities for advancement while fostering a diverse environment where every voice is valued. Located in a vibrant area, TrinityBridge provides unique advantages such as flexible working arrangements and a collaborative team atmosphere, ensuring that employees thrive both personally and professionally.
