Trainee Investment Manager Smith & Williamson

Job description

At Smith & Williamson we recruit high calibre people with the skills, knowledge and commitment to meet the demands of the business. The successful individual will join a structured training programme combining practical experience with technical studies for the Investment Advice Diploma (IAD) and the CISI’s Masters in Wealth Management qualifications.

If you are a graduate looking for first class training in Investment Management and meet our requirements, we would like to hear from you.

Duties

• Fund management
• Assist Director with regular portfolio reviews
• Undertake basic analysis of companies
• Attend daily morning meetings and other meetings relevant to role
• Draft client correspondence, e.g. valuation letters for approval by Director
• Write up client meeting notes
• Research and draft responses to client queries
• Assist in setting up new clients
• Check monthly/quarterly statements
• Set up client trades
• Liaise with Investment Settlement Operations and Banking departments on administrative matters, e.g. stock transfers, corporate actions
• Attend weekly investment meetings

Compliance and Training

• Ensure familiarity and compliance with FSA requirements
• Attend annual compliance briefing
• Attend internal/external seminars as appropriate
• Support the team by liaising with clients and their advisors
• Collate information / documentation for Director
• Secondments to other departments e.g. Investment Settlement Operations, Middle Office, Compliance, Private Banking and Fund Administration

Person requirements

To be successful in this role you will:

• Be committed and motivated to studying towards the IAD and the Masters in Wealth Management
• Be able to deliver first class client service and work effectively as part of a team
• Demonstrate an ability to communicate clearly both verbally and in writing
• Have a high level of general commercial awareness
• Be well organised and have the ability to prioritise your own workload

Company information

Ambitious, forward thinking and friendly, Smith & Williamson is an award-winning accountancy and investment management firm. As such, we are distinctive in the market for our broad range of services and strong client relationships.

Our scope and expertise allows us to deliver bespoke investment management, financial advisory and accountancy solutions that make a real difference to private individuals, professional practices, mid- to large corporations and non-profit organisations.

And as the eighth largest accountancy firm in the UK, we’re large enough to be competitive, but small enough to develop relationships with our clients, and our people, that allow us to deliver tailored solutions and build strong careers - and sets us apart in the market.

Developing new talent across the firm is key for us to remain competitive and move our business forward. We recruit graduates, school leavers and interns each year, across our 11 UK offices, in areas including Assurance & Business Services, Corporate Tax, Investment Management and Private Client Tax.

Our size means we are able to offer the opportunities and experience our trainees are looking for. You’ll be given responsibility and challenging client-facing work at an early stage, across a diverse range of sectors, and structured training toward professional qualifications. And all within a supportive, open and friendly working environment that is as down-to-earth as it is dynamic.

Qualification and experience requirements

Graduate trainee roles in Investment Management require a minimum B grade in GCSE Maths and English Language, 320 UCAS points in your top three A-levels (excluding General Studies) and a minimum 2:1 in your undergraduate degree.

However, joining us is not just about the academic qualifications. We know you’re bright, but we’re looking for something extra: the difference that you can make to our team.

We’re looking for people who are able to work both independently as well as being strong team players with the ability to work effectively with others, both from their own and other departments within the firm. This means that you can get to the heart of our clients’ needs and provide tailored and effective solutions.

You’ll have a genuine interest in business and be committed to and enjoy meeting challenges, both those of our client business and your own career development.

In return, we’ll provide all the support and experience you need to help you grow into a trusted business adviser. For us that means exemplary client service, so you’ll be keen and able to learn from experts in their fields, and develop your own skills across a diverse client base.

Accepted degree subjects

Any