Investment Management Assistant

2 weeks ago

Exeter, United Kingdom Brewin Dolphin Full time

We have an exciting opportunity to join our team in the South West as an Investment Management Assistant and be part of our Investment Management Academy professional development programme.

**Who we are**:
We are one of the UK's leading Wealth Managers. We provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the UK, Ireland, and the Channel Islands.

We can help you achieve your professional goals while also allowing you to make a unique contribution to our company. Our approach to career development is versatile; colleagues are encouraged to learn, take advantage of development opportunities, and be open to new experiences. We believe supporting our colleagues well fosters a positive culture that creates good outcomes for our clients.

**Our team**:
Our Exeter office is part of our South West branch, with teams also based in Plymouth and Truro. Our collaborative approach means that we work closely together to provide a high-quality service to our clients across the South West and beyond. Our team has a great track record as a growing business and for developing talented individuals. The team you will be working in is one of the leading teams in the area managing investment portfolios for individuals, families and pension funds to protect and grow their wealth.

We pride ourselves on building trusting relationships with all our clients as they are at the heart of everything we do. While we work hard, we believe it is important to have a balanced approach and there are regular opportunities to take part in wellbeing, charity and sporting events with your colleagues if you would like to.

**What is our IM Academy?**
Our Academy provides you with the opportunity to work alongside industry leading professionals, gaining in depth experience and excellent development, all whilst studying for your professional qualifications. It doesn’t have to be either/or, with our IM Academy you get both - a qualification and a career

The combination of work experience and outstanding learning and development opportunities available within our Academy will equip you with a well-rounded skill set, that will enable you to build your career as an Investment Manager.

We'd love to hear from you if you’d like to advance your career with a company that will stretch and challenge you while giving the skills and experience you need to succeed.

**What to expect?**
The 16-18-month programme will involve gaining hands-on experience and learning everything there is to know about Investment Management. This will include client skills group workshops, Investment workshops, study resources and much more. You'll also enrol in the CISI Level 4 Investment Advice Diploma (IAD), which will start your journey to becoming a qualified Investment Manager. You will also gain additional skills through a variety of training programmes delivered by our apprenticeship provider and our fantastic Learning and Development team.

After completing the IM Academy, we will support you to achieve your CISI Level 7 Chartered Wealth Management qualification, with ongoing development to support your career.

**What you will bring**:

- We don't require prior experience, but we are searching for dedicated individuals who are serious about starting a career in Wealth Management. We are excited to offer our structured learning programme in Investment Management and are committed to supporting you through each aspect of your journey with us.
- RBC Brewin Dolphin has a collaborative culture, and you will collaborate with multiple teams both inside and outside your office during the programme. As a result, we value teamworking abilities.
- We’re looking for people who pay attention to detail and maintain accuracy throughout their work.
- Whilst client interaction will be limited initially, we value good communication and people skills and a desire to build long-term connections with clients.
- We need you to have good time management skills because this is a demanding and varied role where you will often be managing many priorities while also studying.
- Through on-the-job experiences, learning and development, and qualifications, our Academy provides you with a continual learning path. We're searching for people that enjoy learning new things, seeking out ways to expand their knowledge, and investing time in their studies. While challenging at times, we are confident that each exam you pass, and every opportunity you take to learn will benefit you both personally and professionally.

**Our Application Process**
Interviews and assessments are designed to measure the skills for success in our Academy programme, as well as to provide you with an understanding of the development programme, our company, and the role. You will have plenty of opportunity to ask questions throughout the process.

1. **Online Application** - including submitting your CV and completing questions

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