Trainee Investment Manager (Partner's Assistant)

Trainee Investment Manager (Partner's Assistant)

Location London Salary Competitive salary plus a generous benefits package Application Deadline Thursday, April 30, 2026 Job Summary

We are looking for a Trainee Investment Manager to join one of our Adviser teams at our Mayfair office, to work closely with one of our Partners, providing technical support to them and their clients, while developing the relevant skills, knowledge and competencies required of a future Investment Manager. The successful postholder will eventually enrol on our internal Trainee Investment Manager programme, once they meet the required standards, and work towards becoming a qualified Investment Manager.

Key Accountabilities

• Provide technical support to the relevant Partner.
• Support the Partner in their client work.
• Place trades on behalf of the Partner.
• Assist with client communication.
• To build up technical knowledge related to financial markets, investment products, client administration and reporting, our services and procedures.

Key Competencies

• Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology.
• Customer Service: Positive attitude to find solutions in line with Consumer Duty principles; uses customer feedback to improve service.
• Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and
• Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Candidate Profile

• At least A-level qualified (or equivalent).
• Will have a demonstrable interest in financial markets.
• Will have at least 18 months experience in a similar environment.
• Ideally holds the CISI Investment Advice Diploma or working towards it.
• Will have prior experience in relationship management or providing excellent customer service.
• An entrepreneurial mindset.

Contractual Hours

8.00am to 5.30pm, Monday to Friday