Trainee Investment Manager

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

My client is an established and highly respected international Investment Manager and due to expansion they currently seek a motivated Trainee Investment Manager to join an experienced investment team, working with private clients to help manage and grow their investment portfolios.

The Role

You'll support the management of discretionary and advisory portfolios, develop strong client relationships, and gain exposure to investment markets, portfolio management, and wealth management services. This is an excellent opportunity for someone looking to progress towards Chartered status and build a long-term career in the industry.

Key Responsibilities

• Support the management and review of client investment portfolios.
• Build and maintain strong client relationships.
• Provide investment recommendations across a range of 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.

About You

• Minimum CISI Level 4 qualified and keen to work towards completion.
• Experience in investment management, wealth management, or financial services.
• Strong understanding of investment products and portfolio management.
• Excellent communication and relationship-building skills.
• Analytical, organised, and client-focused.
• Ambitious and committed to ongoing professional development.

What's on Offer?

• Structured career development pathway.
• Support towards professional qualifications and Chartered status.
• Exposure to investment markets and portfolio management.
• Opportunity to work within a collaborative, client-focused environment.