Do you aspire to join a highly regarded wealth management firm with a recognised name covering the Highlands and Islands of Scotland? This is a perfect entry - level position for someone wanting to take their first step into a career within financial services and an excellent opportunity to gain significant experience within a leading independent investment firm...
As a Trainee Investment Manager you will manage and review private client portfolio's, have daily interaction with clients (phone and face to face), internal departments as well as daily external contacts such as solicitors, SIPP providers and Registrars. Draft of suitability reports and semi-annual reviews, introduction of new clients, upgrades of accounts, provide management information, study toward CISI Level 4 Investment Advice Diploma, an RDR compliant qualification, contribute to team, office and business initiatives along with strategy and asset selection.
If you are looking for a way into the financial industry, are willing to study (outwith office hours) to become an Investment Manager, have an interest in equity markets, the ability to comprehend complex quantitative and qualitative information, have excellent analytical skills with a high level of attention to detail, are highly organised and have strong time management....then this may be your perfect opportunity?
£20,000 to £27,000 based on skills and experience
Please call Angela at Brook Street on 01463 729213 or email: