Graduate Trainee Investment Manager

🔒 Confidential Employer
Posted 28 April 2026
LOCATION
Exeter
TYPE
Other
LEVEL
Entry-level
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Investment research Client portfolio monitoring Financial markets interest Analytical skills Attention to detail Literacy Numeracy Teamwork

FULL DESCRIPTION

Graduate Trainee Investment Manager

[Employer hidden — view at passion-project.co.uk]

Exeter

Posted: May 22, 2014

Job Description

An opportunity has arisen for an ambitious graduate to join [Employer hidden] as a Graduate Trainee Investment Manager.

[Employer hidden] Ltd is a wealth management firm based in Exeter specialising in investment and wider financial planning. The company is in an exciting stage of growth and is now looking to take on a graduate to develop the business further.

No previous financial services experience is necessary, but the applicant should be able to demonstrate a keen interest in investment and financial markets.

Key responsibilities will include:

  • Monitoring client portfolios and carrying out fund based research. This will include meeting with representatives from investment firms and other third-parties.
  • Carrying out direct equity based research for bespoke client portfolios.
  • Answering client queries and attending client meetings where appropriate.
  • Investment writing to include market commentaries and investment blogs.
  • Supporting the advice process with various administrative and other related tasks.
  • Assisting with client correspondence via e-mail or letter writing.

What we're looking for:

The successful applicant will be encouraged to pass the Investment Management Certificate and other relevant exams for which support will be offered. There will be a clear career path for the successful applicant to advance to a senior position within the business.

The successful applicant must demonstrate evidence of the following key skills:

  • Personable attitude towards clients and other members of staff.
  • Enjoy working as part of a team.
  • Willingness to take on new responsibility.
  • Strong analytical skills and a high attention to detail.
  • High levels of literacy and numeracy.

Remuneration Package

Starting salary: £18k pa

Contributory pension

Holiday: 25 days plus bank holidays

How to Apply

To apply for the post, please send your CV and covering letter to Emma Ley at [contact hidden] by 19 June 2014.

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