Trainee Investment Manager: Growth Toward Chartered Status

Front Row Recruitment

England

On-site

GBP 25,000 - 35,000

Full time

4 days ago

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Benefits offered by this job

Structured career development

Support towards professional quals

Exposure to markets

Collaborative environment

Job summary

Front Row Recruitment is seeking a Trainee Investment Manager for an international investment manager. You will support discretionary and advisory portfolios, build client relationships, and gain exposure to markets and wealth management.

This role is ideal for someone aiming for Chartered status and a long-term career in investment management. You'll work with an experienced team, contribute to portfolio reviews, and benefit from a structured career development pathway and support toward

Qualifications

Minimum CISI Level 4 qualification and keen to work towards completion.
Experience in investment management, wealth management, or financial services.
Strong understanding of investment products and portfolio management.

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.