Trainee Investment Manager/ Trainee Financial Advisor - City, Manchester, United Kingdom, M1


Graduate Trainee Investments & Financial planning

A rapidly expanding investment firm is developing their operations in the UK.

Due to significant annual growth; they are now opening branches in London, Birmingham, Manchester, and Edinburgh.

Providing multiple financial services, including wealth and asset management, the company has continued to go from strength to strength and is now in a position to expand their team.

The company has positions open for both their graduate programme and experienced professional advisors.

Working closely with investment analysts and fund managers you will attend daily meetings to develop and implement financial strategies.

Operating in an exciting, fast paced, target driven environment your duties will involve developing new business and working closely with existing HNW and private clients.

The company has a fantastic incentives program which includes financial rewards and bonuses including company sponsored trips and various lifestyle events as well as promotions to management level.

The roles will suit professionals with a proven track record in Investment management and financial planning as well as recent graduates with no prior experience.

The company provides on the job training and assistance with professional development.

Working in a competitive environment, you must be target driven, have the ability to work in a team and have the desire to succeed in a competitive industry.

Due to an anticipated high volume of applications please be advised it may take up to 2 weeks to receive a response to your application.

Academics required are a 2.1 -. 2.2 in a Finance related subject.

Regulatory requirements

DIPFA = Diploma in Planning and Financial Advice

IMC = Investment management Certificate- unit 1

CFA LEVEL 1 + IMC 1 (RDR requirements)