Aspiring Investment Manager: Structured Growth toward Chartered

Front Row Recruitment; Ipswich; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading international Investment Manager is looking for a motivated Trainee Investment Manager to join an experienced team handling discretionary and advisory portfolios for private clients. You will gain exposure to wealth management services and work toward Chartered status, building a long-term career in the industry.

The role offers structured development, ongoing professional qualification support, and a collaborative, client-focused environment with emphasis on client service and

Qualifications

• CISI Level 4 qualification is required.
• Experience in investment management, wealth management, or financial services.
• Strong understanding of investment products and portfolio management.
• Excellent communication, relationship-building, and analytical skills.
• Ambitious and committed to ongoing professional development toward Chartered status.

Responsibilities

• Support the management and review of client investment portfolios.
• Build and maintain strong client relationships.
• Provide investment recommendations across asset classes.
• Monitor market and economic developments.
• Prepare client reports, valuations, and communications.
• Ensure compliance with FCA regulations and industry standards.
• Work collaboratively with operational teams to deliver excellent client service.

Skills

Investment experience

Communication

Relationship-building

Analytical

Education

CISI Level 4

Job description

A leading international Investment Manager is looking for a motivated Trainee Investment Manager to join an experienced team handling discretionary and advisory portfolios for private clients. You will gain exposure to wealth management services and work toward Chartered status, building a long-term career in the industry.

The role offers structured development, ongoing professional qualification support, and a collaborative, client-focused environment with emphasis on client service and