Trainee Investment Manager

Killik & Co; City Of London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A prominent financial services firm in London is seeking a Trainee Investment Manager to support their teams. This role involves trading, client communication, and technical support. The ideal candidate will be A-level qualified and have a keen interest in financial markets, along with experience in a customer service environment. The firm offers opportunities for professional development and training.

Benefits

Generous benefits package

Qualifications

• Demonstrable interest in financial markets.
• Experience in a similar environment for at least 18 months.
• Possess an entrepreneurial mindset.
• Ideally holds the CISI Investment Advice Diploma or working towards it.

Responsibilities

• Provide technical support to the relevant Partner.
• Place trades on behalf of the Partner.
• Assist with client communication.
• Assist with client communication.

Skills

Interest in financial markets

Customer service skills

Ability to work in a team

Technical Support

Education

At least A-level qualified

CISI Investment Advice Diploma (preferred)

Job description

Overview

Location: London

Salary: Competitive plus a generous benefits package

Application Deadline: Tuesday, November 25, 2025

Job Summary

We are looking for a Trainee Investment Manager to join one of our Adviser teams at our Mayfair office, to work closely with one of our Partners, providing technical support and supporting their client work while developing the relevant skills, knowledge and competencies required of a future Investment Manager. The successful postholder will eventually enrol on our internal Trainee Investment Manager programme, once they meet the required standards, and work towards becoming a qualified Investment Manager.

Key Accountabilities

• Provide technical support to the relevant Partner.
• Support the Partner in their client work.
• Place trades on behalf of the Partner.
• Assist with client communication.
• Build up technical knowledge related to financial markets, investment products, client administration and reporting, our services and procedures.

Key Competencies

• Getting Things Done: delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Communication & Sharing Knowledge: confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology.
• Customer Service: positive attitude to find solutions in line with TCF principles; uses customer feedback to improve service.
• Effectiveness & Adaptability: able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change.
• Team Working: shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Candidate Profile

• At least A-level qualified (or equivalent).
• Demonstrable interest in financial markets.
• At least 18 months experience in a similar environment.
• Ideally holds the CISI Investment Advice Diploma or working towards it.
• Prior experience in relationship management or providing excellent customer service.
• An entrepreneurial mindset.

Contractual Hours

8:00 am to 5:30 pm, Monday to Friday.