Investment Management Trainee

2 months ago

Penrith, Cumbria, United Kingdom Brewin Dolphin Full time

About Us

Brewin Dolphin is a leading Wealth Management company, providing innovative services to address our customers' needs through a network of offices across the UK, Ireland, and the Channel Islands.

Our Approach to Career Development

We believe in supporting our colleagues to foster a positive culture that creates good outcomes for our clients. Our approach to career development is versatile, encouraging colleagues to learn, take advantage of development opportunities, and be open to new experiences.

Our IM Academy

Our Academy provides a unique opportunity to work alongside industry-leading professionals, gaining in-depth experience and excellent development, while studying for professional qualifications. This programme combines work experience with outstanding learning and development opportunities, equipping you with a well-rounded skill set to build your career as an Investment Manager.

What to Expect

The 16-18 month programme involves gaining hands-on experience and learning everything there is to know about Investment Management. This includes client skills group workshops, Investment workshops, study resources, and more. You'll also enroll 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 various training programmes delivered by our apprenticeship provider and our fantastic Learning and Development team.

What You Will Bring

We're looking for dedicated individuals who are serious about starting a career in Wealth Management. We value teamworking abilities, attention to detail, and accuracy throughout your work. You'll also need good communication and people skills, as well as the ability to succeed as your career advances. Additionally, you should have good time management skills, as this is a demanding and varied role where you'll often be managing many priorities while also studying.

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