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Trainee Investment Manager

  • Southampton
  • Permanent
  • £25,000 - £35,000 + Bonus & Benefits

Job details.

We are working with a premier Investment Management & Financial Planning organisation renowned for its expertise, integrity and commitment to delivering exceptional results to their clients. With a rich history and a forward-thinking approach, our client has established itself as one of the leading names in the industry.

Our client is now seeking to recruit a Trainee Investment Manager to join their team. As a Trainee Investment Manager, you will provide comprehensive support to the firms Senior Investment Managers and the overall department. You will work closely with seasoned professionals, gaining hands-on experience in various aspects of the investment process, including portfolio management, client relationship management and administration.

Responsibilities Include

  • Build strong relationships with clients by providing exceptional service and support
  • Conduct thorough research on various asset classes, investment products, and market trends to identify opportunities and risks
  • Assist in preparing investment recommendations and presentations based on research findings
  • Work closely with Senior Investment Managers providing comprehensive support
  • Collaborate with team members across departments and participate in training programs.
  • Build relationships with external partners by initiating trades

Compensation Package Includes

  • A base salary up to £35,000, with an annual discretionary bonus.


  • 9% Pension contribution
  • Life Cover
  • Private Medical Insurance
  • Health Screening
  • Income Protection
  • Sharesave Plan
  • Season Ticket Loan
  • 25 Days Annual Leave with an option to purchase an additional 5 days
  • Comprehensive study support
  • Hybrid working


  1. Financial Services
  2. Asset & Investment Management

Thomas Williams

Director - Financial Services

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