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Investment Management Professional

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Penrith, Cumbria, United Kingdom Brewin Dolphin Full time

About Our IM Academy

We are seeking dedicated individuals to join our IM Academy, a 16–18-month programme designed to equip you with the skills and knowledge required to succeed as an Investment Manager.

What You Will Learn

Through a combination of hands-on experience, learning and development opportunities, and qualifications, our Academy provides a continual learning path. You will gain in-depth knowledge of Investment Management, including client skills, investment workshops, and study resources.

Qualifications and Career Development

You will enrol in the CISI Level 4 Investment Advice Diploma (IAD) and, upon completion of the IM Academy, we will support you to achieve your CISI Level 7 Chartered Wealth Management qualification. Our Academy provides a structured learning programme in Investment Management, and we are committed to supporting you through each aspect of your journey with us.

What We Are Looking For

We are searching for individuals who are serious about starting a career in Wealth Management. You will need to be a team player, with good time management skills and the ability to succeed in a demanding and varied role. You will also need to have good communication and people skills, with a desire to build long-term connections with clients.

Our Culture

We value a collaborative culture, where you will work alongside industry-leading professionals and have the opportunity to learn from them. Our Academy provides a supportive environment, where you can grow and develop your skills and knowledge.