Trainee Investment Manager

1 week ago

London, Greater London, United Kingdom Quilter Full time
Quilter Cheviot has a heritage that dates back to 1771.

As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations.

Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.
Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £114.9 billion of investments on behalf of over 900,000 customers (as at March Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.

  • \This role will be working alongside a senior Investment Manager to assist in the management of his clients.
  • \tThe role will consist of helping to manage portfolios as well as administrative tasks and client handling aspects.
  • \tWe are happy to provide full training for the role, as well as offering access to formal industry qualifications and we work collaboratively to achieve the team's goal. To progress towards being an Investment Manager.
Level 2

Investment Management

Contract type :
Permanent

As a Trainee Investment Manager you'll be part of a team, aiding the client experience, with your roles including but not limited to:
Producing investment proposal documents
Preparing client review presentations and data
Taking an active part in team investment discussions
Once qualified to a sufficient degree, rebalancing client portfolios and helping to manage client relationships
Monitoring team investment models
Distributing valuations, tax packs and periodic commentary

You'll be working very closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally.


As your role is central within the team you'll also be assisting in the general administration, these duties are varied daily but usually consists of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations.


We use the Microsoft Office suite on a daily basis so a good understanding of Excel, Word, PowerPoint and Outlook is necessary.

The individual should be comfortable using Excel functions such as VLOOKUP, IF and SUMIF (for example) and be willing to learn more in order to streamline their role.

Ideally you will have experience as a Trainee Investment Manager , or a Portfolio Manager role, looking for more ownership and progression.


You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.

Ideally you already have a Financial Qualification such as the IAD, or level 4 CISI and are working towards the CISI Wealth Management Qualification (or equivalent) level 7.

#LI-VS1 #QC

Holiday: 26 days

Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance:
Life Assurance: 4x your salary, cover can be increased at your own cost


In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

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