Trainee Investment Assistant

A Trainee Investment Assistant is required by an investment management and stockbroking firm based near Worcester. This is a fantastic opportunity for a bright, ambitious individual to embark upon a career in investment management, learning from a very experienced and well-respected Investment Manager. The client will fully fund your CISI Level 4 studies and in return you will be expected to achieve Level 4 status within 12 months. Given the rural location of the client, the office is best reached by car and is easily commutable from Worcester, Droitwich, Kidderminster, Stourport etc.

Your responsibilities will include

  • Constructing compliant suitability letters
  • Preparing investment proposals and background research as required
  • Preparing trade reports to ensure teams are compliant with MiFID II reporting requirements
  • Assisting with the collation of information from a client to complete a compliant and sufficiently detailed Investor Profile Form from which the Firm can give advice
  • General administrative duties

You will be an ambitious individual with a strong academic record (you do not need to be a graduate, in fact applications from strong, recent school leavers are encouraged). You may have started working towards your CISI qualifications (although this is not essential) and you must possess excellent verbal and written communication skills. No specific financial services experience is required but you must be able to demonstrate a real passion for embarking on a career in investment management and/or stockbroking.

Location:Hereford & Worcestershire



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