Trainee Investment Manager

2 weeks ago

Bristol, United Kingdom Quilter Business Services Full time

**What the Hiring Manager Says** We have an exciting opportunity for a Trainee Investment Manager to join our Quilter Cheviot team in Bristol. The role will be to support Investment Managers who seek to provide a very high standard of investment management services and investment adviceto a range of private and semi-institutional clients. This is an opportunity to join a friendly, established office in an ambitious company.

**About the Role** Level: 1

Department: Quilter Cheviot

Location: Three Temple Quay, Temple Way, Bristol, BS1 6DZ

Contract type: Permanent
- Assist the Investment Managers with regular and ad hoc portfolio reviews covering asset allocation, sector and stock selection as well as understanding the client’s investment objectives, risk profile, financial circumstances, and investment time horizonand how his impacts the suitability of the investment portfolio.
- Develop an understanding about the suitability of our recommendations to advisory clients and the transactions undertaken for clients under a discretionary mandate. This will involve acquiring a detailed knowledge of Quilter Cheviot’s investment strategyand the research department’s current stock recommendations.
- You will need to support the Investment Administration team with tasks when necessary and learn all administrative procedures to provide an understanding of how to assist whenever required.
- Support the Investment Managers in seeking new business by working closely with our business development manager and marketing staff. This will include the preparation of presentations and the creation of investment proposals and pitch materials alongsideoccasional attendance at client meetings.
- Assist the Investment Managers in ensuring that all client relationships are properly documented, helping them prepare for client review meetings and any resulting updates to the Know Your Client data to ensure continuing suitability.
- You will be undertaking dealing transactions and the building of bulk deals and orders under the guidance and supervision of the Investment Managers.
- Attend internal (and, where appropriate, external) investment meetings and participate as required in other aspects of Quilter Cheviot’s investment process.
- Ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.

**About You** Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
- Professional qualifications such as the CISI Investment Advice Diploma (IAD) or CFA Investment Management Certificate already achieved
- Experience within the private client investment industry would be an advantage but is not essential.
- Good Microsoft Office skills (Word, Excel, PowerPoint, and Outlook).
- Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financialfutures._
- In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times._
- Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care andcreativity that we need, to help us get there._
- We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learningmore about joining us._

LI-FD1

QPCA

Core Benefits

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: Single cover as standard, cover can be increased at your own cost

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

Income Protection: 75% of salary payable after 26 weeks of absence

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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