Investment Management Trainee

4 days ago


Southampton, Southampton, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time

**Career Opportunity for a Trainee Investment Manager**

We are seeking an ambitious and motivated individual to join our team as a Trainee Investment Manager. This role offers the opportunity to develop a successful career in investment management while gaining exposure to a dynamic and fast-paced industry.

As a Trainee Investment Manager, you will work closely with experienced professionals, supporting client portfolios, conducting market research, and learning to craft bespoke investment strategies that align with clients' financial goals.

Key Responsibilities include:

  • Client Support: Assist in managing client relationships by understanding their financial objectives, preparing investment reviews, and ensuring a high standard of client service.
  • Portfolio Management: Collaborate with senior investment managers to manage client portfolios, monitor performance, and recommend adjustments in line with market trends.
  • Market Research: Conduct detailed research on financial markets, investment products, and economic trends to support decision-making processes.
  • Investment Strategy: Learn to create and implement tailored investment strategies, including asset allocation and risk management approaches.
  • Compliance: Ensure adherence to all regulatory requirements and company policies in day-to-day operations.
  • Professional Development: Undertake training programmes, including professional qualifications such as CISI, CFA, or equivalent, to enhance technical expertise and industry knowledge.

We are looking for individuals with the following attributes:

  • A degree in Finance, Economics, Business, or a related field (minimum 2:1 classification preferred).
  • Strong analytical and numerical skills with a keen interest in financial markets.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • A proactive and goal-oriented mindset with the ability to work both independently and as part of a team.
  • Strong organisational skills with attention to detail and accuracy.
  • Commitment to completing professional qualifications (e.g., CISI or CFA).

**What We Offer:**

  • Competitive starting salary (£35,000 - £40,000 per annum) with performance-based bonuses.
  • Comprehensive training programme and full support towards professional qualifications.
  • Mentorship and guidance from experienced investment professionals.
  • Career progression opportunities within a nationally recognised organisation.
  • A collaborative and supportive working environment.
  • Flexible working arrangements and a strong focus on work-life balance.

**Application Process:** If you are a driven individual looking to launch a rewarding career in investment management, please submit your CV and a cover letter detailing your suitability for the role.



  • Southampton, Southampton, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time

    We are a leading investment management firm with offices across the UK, committed to providing personalised and innovative financial solutions for our clients. We pride ourselves on delivering exceptional service, fostering professional growth, and adhering to the highest standards of ethical investment practices.The Trainee Investment Manager programme is...


  • Southampton, Southampton, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time

    At GRADUATE FINANCIAL RECRUITMENT LIMITED, we are seeking ambitious and motivated individuals to join our team as Trainee Investment Managers. This is an exciting opportunity to develop a rewarding career in investment management while gaining exposure to a dynamic and fast-paced industry.Key responsibilities include assisting in managing client...


  • Southampton, Southampton, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time

    **Trainee Investment Manager Role**We are recruiting for a Trainee Investment Manager position, offering a comprehensive training programme and the opportunity to develop a successful career in investment management.The successful candidate will have the chance to work closely with experienced professionals, supporting client portfolios, conducting market...


  • Southampton, Southampton, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time

    GRADUATE FINANCIAL RECRUITMENT LIMITED is seeking a highly skilled Graduate Investment Manager to join our team. This is a fantastic opportunity to launch your career in investment management and work with a leading firm.About the OpportunityWe estimate that the salary for this position will be around £50,000 - £70,000 per annum, depending on your...


  • Southampton, Southampton, United Kingdom ASDA Full time

    Job Title: Retail Store Manager TraineeOverviewASDA is seeking a talented and ambitious individual to join our 2-year Retail Graduate Programme in Southampton. As a Retail Store Manager Trainee, you will have the opportunity to gain hands-on experience in store management, working closely with our experienced team to develop your skills and knowledge.Salary:...


  • Southampton, Southampton, United Kingdom Aztec Full time

    Job DescriptionAs a Trainee Fund Administrator, you will play a key role in supporting our team in delivering high-quality fund administration services to our clients. Your responsibilities will include:Administrative Tasks: Undertake routine office and clerical tasks where necessary.Payment Instructions: Prepare manual and electronic payment instructions to...


  • Southampton, Southampton, United Kingdom ITonlinelearning Full time

    ITonlinelearning - Train for a rewarding career in project management with our expert training and placement program.We are looking for highly motivated and organised individuals to join our trainee project administrator placement programme. This comprehensive course is designed for entry-level individuals who want to start a new career in project...

  • Consultant Trainee

    3 weeks ago


    Southampton, Southampton, United Kingdom Pertemps Southampton Full time

    Launch Your Recruitment Career at Pertemps SouthamptonAre you looking for a challenging and rewarding role that will help you launch your recruitment career? Look no further than Pertemps Southampton. As a leading recruitment agency, we offer a dynamic and fast-paced work environment that is ideal for individuals looking to develop their skills and knowledge...


  • Southampton, Southampton, United Kingdom Boparan Restaurant Group Full time

    **Job Title:** Executive Chef Trainee**Salary Range:** £25,000 - £30,000 per annumWe are seeking a highly motivated and enthusiastic individual to join our kitchen team as an Executive Chef Trainee. This is an excellent opportunity for someone looking to kickstart their culinary journey and learn from experienced chefs.As an Executive Chef Trainee, you...


  • Southampton, Southampton, United Kingdom Right Now Recruitment Full time

    Job OverviewWe are seeking a highly motivated Trainee Sales Coordinator to join our sales office in Southampton. This is a full-time permanent position with a salary of £22k-£26k per annum.In this role, you will work closely with the sales team to achieve targets and provide excellent customer service. You will also be responsible for system management...


  • Southampton, Southampton, United Kingdom t2 group Full time

    Trainee Personal Development ManagerIn this role, you will have the opportunity to develop your skills and knowledge as a personal development manager, working closely with learners and colleagues.What You'll Do:Key Responsibilities:Develop and implement personalized learning plans for learnersAssess learner progress and provide feedbackCollaborate with...


  • Southampton, Southampton, United Kingdom Associated British Ports Holdings Ltd Full time

    We are Associated British Ports Holdings Ltd, the UK's largest ports operator. Our Graduate Training Scheme provides a 360-degree view of our organisation, equipping you with the skills and experience needed to launch a successful career in Port Management.As a Graduate Trainee, you will work closely with Port Managers and other senior leaders on big...


  • Southampton, Southampton, United Kingdom Associated British Ports Full time

    We're the UK's largest ports operator with a network of 21 ports across Britain. Our organisation spans the country, with a culture that values diversity, fosters talent, encourages internal movement and progression, and prioritises safety above all else.As a Commercial Management Trainee, you'll join our two-year Graduate Training Scheme, gaining a...


  • Southampton, Southampton, United Kingdom Connells Group Full time

    Develop Your Career with UsAt Connells Group, we're committed to investing in our people and helping them achieve their career goals.This exciting role offers a competitive basic salary with uncapped commission potential, making it an attractive opportunity for motivated individuals looking to launch their career in residential lettings.Job DescriptionAs a...


  • Southampton, Southampton, United Kingdom ENGINEERINGUK Full time

    About the JobWe are looking for a talented individual to take on the challenging role of Apprentice Store Manager Trainee.In this position, you will develop your leadership skills through a combination of on-the-job training and academic learning.The Retail Leaders Apprenticeship offers a comprehensive programme that includes a Chartered Manager Degree...


  • Southampton, Southampton, United Kingdom GRADUATE FINANCIAL RECRUITMENT LIMITED Full time

    As a Trainee Investment Manager, you will have the opportunity to develop a successful career in investment management while gaining exposure to a dynamic and fast-paced industry. The role involves working closely with senior investment managers to manage client portfolios, monitor performance, and recommend adjustments in line with market trends.You will...


  • Southampton, Southampton, United Kingdom Quilter plc Full time

    About the BusinessQuilter plc is a leading provider of financial advice, investments, and wealth management. Our purpose is to help generations today and tomorrow prosper by guiding them through the complexity of planning for their future, with the right financial advice and investment solutions.We are committed to being the UK's best wealth manager for...


  • Southampton, Southampton, United Kingdom Associated British Ports Full time

    We are seeking a talented Port Management Trainee to join our team at Associated British Ports.">Job Summary:">We offer a 2-year graduate training scheme that provides real responsibility and the opportunity to develop your skills in operations, commercial, port management, compliance, strategy, and project management.">The salary for this position is...


  • Southampton, Southampton, United Kingdom Hoffmann Reed Full time

    Pension and Investment ExpertiseWe are seeking a highly experienced leader to drive the growth and development of our Actuarial, Investment and Pension Risk Management practice. This pivotal role requires a strategic thinker with a deep understanding of the pensions industry, capable of driving growth through client acquisition, relationship management, and...


  • Southampton, Southampton, United Kingdom CV Library Full time

    Our client is searching for a Graduate/Trainee Quantity Surveyor to join their busy commercial team in Southampton.The ideal candidate will be a recently qualified Quantity Surveying graduate or have some experience of working as a Trainee/Assistant Surveyor for a Residential Developer/Housebuilder/Main Contractor.This role involves various commercial...