As a Trainee Investment Manager, you’ll provide investment management administration support and assistance across the firm to colleagues, investment managers and clients, and aid Investment managers with portfolio management.
As you meet and introduce yourself to our clients, you will take pride in your client-centred approach to ensure they are always treated fairly and to our excellent service standards.
This is an unmatched opportunity to join an award-winning firm that invests in their colleagues, actively promotes professional development, and provides opportunities for people to grow and reach their potential with us. You will receive invaluable support as you complete your CISI qualifications along the way to eventually becoming a fully qualified and competent Investment Manager.
What you’ll do
In this role, you’ll
- Assist with the onboarding of new clients.
- Support Investment Managers with processing trades and supporting with the development of client relationships.
- Maintain up to date knowledge on corporate actions in order to produce and distribute corporate action letters for Investment Managers.
- Assist with pitching documents for existing and potential clients.
- Research new investment ideas and/or written articles to collate and sent to the wider Investment team for wider team support.
- Ensure compliance with FCA requirements, the Branch Manual, Code of Conduct policies and T&C framework.
What we’re looking for
- Achieved or is currently studying for CISI Level 4 Investment Advice Diploma.
- Someone who has a desire and commitment to work towards and achieve the chartered wealth management qualification.
- An intermediate level of knowledge of Microsoft Office, particularly Microsoft Word and Excel.
- Good understanding of Capital Gains Tax, corporate actions and operational procedures relating to investments.
- A keen eye for detail and proven accuracy
- Excellent written and verbal communication skills with a focus on providing outstanding client care.
Who we are
At Redmayne Bentley, our goal is to provide excellent personal investment services that enhance clients’ wealth.
It is an exciting time to be part of our firm, having recently launched our new five-year business plan to improve, grow and accelerate. We will achieve this through seeking operational and productivity improvements, growing the investment management and financial planning services, leveraging and protecting existing income lines and considering new acquisition opportunities.
As one of the UK’s largest independent investment management and stockbroking firms, we are committed to building a modern and diverse workplace where our people are offered unique opportunities to learn, grow and develop across the financial sector.
Our friendly, inclusive and collaborative environment rewards hard work with generous perks and benefits, and we are genuinely committed to your wellbeing through our industry commended & You wellbeing framework.
Our future looks more exciting than ever, come and share it with us.
