Trainee Investment Manager

2 weeks ago


Birmingham, United Kingdom evelyn Partners Full time

**Role**:Trainee Investment Manager(Graduate)

**Department**:Investment Management

**If you're looking to join an organisation that will give you the right opportunities and experience to develop your career, join Evelyn Partners**

Evelyn Partners is the UK's leading integrated wealth management and professional services group, looking after the financial affairs of individuals, families, and businesses for more than a century. We offer a wide range of end-to-end services to meet ourclients' needs throughout their life, and at every stage of their business lifecycle.

Our trainee schemes are structured training programmes combining practical experience with technical studies, as well as providing numerous opportunities to increase your skill set with internal courses ranging from personal impact and negotiation skillsto time management and delivering presentations.

**What will you be doing?**

It takes a very impressive skillset and knowledge-base to earn the trust of a private investor. Our aim as an investment service is to understand the needs of our clients and create tailored solutions that enable them to both preserve and grow their wealth.We don't limit ourselves to one in-house investment style, which means there's no limit to the insights you can provide.

Our Investment Management teams work with private individuals, charities and institutions to help achieve their financial aspirations. We do this by understanding their requirements, attitude to risk and time-horizons to create and manage the most suitableinvestment portfolios.

As an Investment Management trainee, you'll be delivering wide-ranging support and assistance to the Investment Management Team with the management of client relationships and client portfolios. You will be learning from a well-respected profession at afirm with an unparalleled reputation. We'll teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks and funds as you evaluate risk while constructing high-performing portfolios that exceed yourclients' expectations.

**As our Trainee your responsibilities will include**:

- Assisting with the management of client portfolios (for example, comparing client portfolios to model portfolios, arranging bulk trades/switches, monitoring cash movements/stock transfers, and managing income requirements)
- Assisting in preparing for and conducting client review meetings (for example, preparing performance data, attending meetings and taking notes, preparing valuations, suitability reviews, and reporting packs)
- Assisting with new business activities (for example, preparing presentations/investment proposals, attending new business pitches, researching client prospects, following-up leads, collating prospective client data and documentation)
- Acting as a link between Investment Management/ Financial Planning, support team and operations teams
- Proactively develop and maintain effective relationships with stakeholders and colleagues
- Prioritise workload to ensure all activities are timely and conducted in a manner that will meet the agreed performance standards.

**Investment Research - Sector Specialist (where appropriate)**
- Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm's wider Investment Process needs
- Understand the sector, providing appropriate recommendations, based on a wide range of resources
- Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
- Construct materials as determined within the sector teams to support analysis and communication to Investment Managers

**To be successful in this role, you should meet the following requirements**:

- Committed and motivated to study for the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications.
- Must have or be on course for at least a 2:1 honours degree in any discipline
- 112 UCAS points (or equivalent) in your top three A-levels (excluding General Studies)
- GCSE English Language and Maths (or equivalent) at a minimum of grade 5

**What training and development will I receive in my first few years?**

We believe that hands-on experience is key to creating well-rounded trusted business advisers. As part of our Investment Management team, you'll gain invaluable experience spending time in the investment settlement operations, middle office, compliance,treasury and fund administration departments as well as studying for the Investment Advice Diploma (IAD) and CISI's Masters in Wealth Management qualifications.
- Evelyn Partners recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion or belief. At Evelyn Partners we are committedto equal opportunities in all aspects of our work_



  • Birmingham, United Kingdom Virtus Talent Full time

    **Package** - £21K - £24K basic plus commission - Year 1 OTE - £35K, Year 2 OTE £50K, Year 3 OTE £70K Founded in 2021, our client is rapidly growing and dominating the Tech market. Currently 14 people strong, our client are looking for ambitious Trainee Consultants to grow with the business and become future leaders! Our client offers a very relaxed,...

  • Trainee Recruiter

    3 days ago


    Birmingham, United Kingdom Virtus Talent Full time

    **Package: £21-24K Basic Salary + Uncapped Commission + Benefits (£40K OTE Year 1) (£50K Year 2) (£60K Year 3)** Our client is a market leader in the tech sector recruiting across EU, US & UK markets. They are offering hungry indivduals the opportunity to be surrounded by other likeminded, financially driven individuals. Alongside their award-winning...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package** - £21K - £24K basic plus commission - Year 1 OTE - £45K Founded in 2021, our client is rapidly growing and dominating the Tech market. Currently 10 people strong, our client are looking for ambitious Trainee Consultants to grow with the business and become future leaders! Our client offers a very relaxed, young,family feel environment, there...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package** - £20K - £23k basic salary for entry level. Flexible for experience + plus uncapped commission - (Year 1 OTE £35K OTE, Year 2 OTE £45K OTE) **Trainee Recruitment Consultant - The Role**: This is a great opportunity to work with an established Recruitment agency, who specialise in recruiting across the technology, create and engineering...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package** - £20K - £23k basic salary for entry level. Flexible for experience + plus uncapped commission - (Year 1 OTE £35K OTE, Year 2 OTE £45K OTE) This is a great opportunity to work with an established Recruitment agency, who specialise in recruiting across the technology, create and engineering market places. They are well established and have 6...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package: £22K - 25K Basic Salary + Uncapped Commission Structure (£40K OTE Year 1) (£50K OTE Year 1) (£70K OTE Year 3)** Do you have previous phone based experience but don't feel challenged in your current role? Perhaps you work in a sales environment but your role isn't living up to your expectations? If you are looking to transition into...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package** - £20K - £22K basic plus commission - Year 1 OTE - £50K Focused on trainee hires, our client are experts in the learning and development of junior consultant. Offering a 13-week training academy with a devoted learning and development manager, you will gain all the skills to become a successful recruiter withno prior experience! As well as...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package** - £20K - £22K basic plus commission - Year 1 OTE - £50K **Our client is specifically looking for sales professionals or recent graduates looking for their next challenge. A career in recruitment offers quick, performance-based progression as well as a limitless and uncapped earning potential.** Operating within the Accounting and Finance...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package**: £22-25K Basic Dependent on Experience + Uncapped Commission (£40K OTE Year 1) (£55K OTE Year 2) (£70K OTE Year 3) Diversity and inclusion are at the heart of my clients culture, as is employee well-being and staff development. You will be given a £75 allowance each month for your own self development, whether that be personal training...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package**: £22-23K Basic Salary + Uncapped Commission Structure (£35K OTE Year 1) (£50K OTE Year 2) Our client is pioneering a new wave of recruitment, they are modern and forward thinking, offering something a little different than all other recruitment agencies. Specialising in the Energy sector, working with Renewables such as Oil and Gas, they...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package**: £20-22K Basic Salary + Uncapped Commission Structure (£35K OTE Year 1) (£50K OTE Year 2) Our client is pioneering a new wave of recruitment, they are modern and forward thinking, offering something a little different than all other recruitment agencies. Specialising in the Energy sector, working with Renewables such as Oil and Gas, they...


  • Birmingham, United Kingdom Virtus Talent Full time

    **CALLING ALL SALES PROFESSIONALS** **Package**: £20-23K Basic Dependent On Experience + Uncapped Commission (£35K OTE Year 1) (£45K OTE Year 2) (£60K OTE Year 3) This company is one of the UK's fastest growing Recruitment start ups and specialise in placing Tech and Digital talent into some of the UK's biggest businesses. After a hugely succesful two...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package**: £23K Basic Dependent On Experience + Uncapped Commission (£35K OTE Year 1) (£45K OTE Year 2) (£60K OTE Year 3) This company is one of the UK's fastest growing Recruitment start ups and specialise in placing Tech and Digital talent into some of the UK's biggest businesses. After a hugely succesful two and a half years they are now entering...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package**: £20-23K Basic Dependent On Experience + Uncapped Commission (£35K OTE Year 1) (£45K OTE Year 2) (£60K OTE Year 3) This company is one of the UK's fastest growing Recruitment start ups and specialise in placing Tech and Digital talent into some of the UK's biggest businesses. After a hugely succesful two and a half years they are now...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Salary: £21,000 - £23,000 Basic + Uncapped Commission + Benefits (£35K OTE Year 1) (£45K Year 2) £60K Year 3)** **Trainee Recruitment Consultant - Graduate - Recruitment - The Company** Our client is an established global recruitment consultancy with offices in Birmingham, London and the US. They find and recruit the best and brightest engineering...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Salary: £21,000 - £23,000 Basic + Uncapped Commission + Benefits (£35K OTE Year 1) (£45K Year 2) £60K Year 3)** **Trainee Recruitment Consultant - Graduate - Recruitment - The Company** Our client is an established global recruitment consultancy with offices in Birmingham, London and the US. They find and recruit the best and brightest engineering...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package**: £22-25K Basic Dependent on Experience + Uncapped Commission (£40K OTE Year 1) (£55K OTE Year 2) (£70K OTE Year 3) Are you a sales professional who has become stagnated in your current role? Perhaps you're someone who's hit a ceiling in a certain field and you're looking to make a switch? Recruitment could be the career for you. My client...


  • Birmingham, United Kingdom Quilter Full time

    Fixed Term Contract Duration - 12 Months What the Hiring Manager says At Quilter Cheviot, we are committed to creating the opportunity for colleagues to build long and successful careers. Having personally joined this business as a trainee nearly 30 years ago, I am particularly pleased to introduce our Investment Management Intern Programme, which will...


  • Birmingham, United Kingdom Virtus Talent Full time

    **Package**: £20 - 23K Basic Salary + Uncapped Commission Structure (£45K OTE Year 1) (£60K OTE Year 2) (£80K OTE Year 3) Our client is a well-established Tech recruitment business with an international reach of over 200 countries. Despite being so well established, the culture is more of a boutique family feel culture. Due to aggressive growth plans,...

  • Management Trainee

    6 days ago


    Birmingham, United Kingdom schuh Full time

    **Management Trainee**: **birmingham fort** 14B, The Fort Shopping Park 20 Fort Parkway Birmingham B24 9FP Permanent Full-Time NEW! **About the role**: You do you, and we do shoes. Sure, we’re all about shoes and sneakers but we’re also about the people wearing them. To support an inclusive environment, our purpose groups - racial equality,...