Trainee Investment Manager | Client Portfolio Builder

Raymond James UK; Ipswich; On-site; GBP 32,000 - 46,000; Full time

Job summary

Raymond James UK is seeking a Trainee Investment Manager to deliver discretionary and advisory investment services, aligning portfolios with client objectives and risk profiles while meeting regulatory requirements.

As part of the Investment Management Services team, you will build strong client relationships, advise on asset classes, monitor markets, and ensure compliance with FCA rules and the firm's policies. You will gain CISI progression and participate in client reviews and reporting.

Qualifications

• CISI Level 4 qualification or actively pursuing completion.
• Experience in investment management, wealth management or financial services.
• Strong understanding of investment products, portfolio management and regulatory environment.
• Working knowledge of FCA regulations and compliance requirements.
• Commitment to achieving CISI Level 7 Chartered Wealth Manager status within 36 months of joining.
• Experience managing client investment portfolios and providing investment recommendations.
• Understanding of financial planning and wider wealth management services.
• Knowledge of investment management principles, portfolio construction and markets.
• Broad market awareness with ability to interpret economic and market developments.
• Knowledge of FCA Conduct of Business rules, AML and TCF requirements.
• Excellent client relationship management and stakeholder engagement skills.
• Strong verbal and written communication; ability to explain complex information clearly.
• Highly organised with attention to detail and accuracy.
• Commercially minded with a client-focused approach.
• Strong analytical and problem-solving skills.
• Resilient, professional and able to perform under pressure.
• Ability to influence, challenge constructively and contribute within a team environment.
• Committed to continuous professional development.

Responsibilities

• Deliver a professional and proactive investment management service to existing and prospective clients.
• Build, develop and maintain strong client relationships, identifying opportunities to enhance client experience and support business growth.
• Respond to client enquiries and communications promptly, professionally and efficiently.
• Produce and issue client valuations, reports and other communications within required regulatory timescales.
• Conduct regular portfolio reviews to ensure investments remain suitable for clients' objectives, risk appetite and changing circumstances.
• Provide investment advice and recommendations across asset classes, including equities and collective investments.
• Manage designated client portfolios in line with mandates and firm strategy.
• Execute client transactions accurately and efficiently in accordance with client instructions.
• Monitor market conditions, economic trends and investment opportunities to support decision-making.
• Maintain a high level of market awareness and continuously develop investment knowledge.

Skills

Client relationship management

Portfolio management

Regulatory understanding

Communication skills

Analytical skills

Team collaboration

Education

CISI Level 4 (Essential) / pursuing Level 7

Job description

Raymond James UK is seeking a Trainee Investment Manager to deliver discretionary and advisory investment services, aligning portfolios with client objectives and risk profiles while meeting regulatory requirements.

As part of the Investment Management Services team, you will build strong client relationships, advise on asset classes, monitor markets, and ensure compliance with FCA rules and the firm's policies. You will gain CISI progression and participate in client reviews and reporting.