Wealth Trainee

Join one of the UK’s most reputable and established investment managers! It’s an exciting time to join us as we continue our growth, where our people will make a real difference.

Location – Leeds

Start Date – ASAP

Employment Type – Permanent 

About the Role

This is an entry level role in to Wealth Management designed to develop core knowledge of investment & portfolio management, client support and service, technical skills, as well as an awareness of financial planning and commercial acumen. This role provides a strong foundation in Wealth Management and builds an understanding of compliance, risk and business development. In this role you will work towards qualified status.

What you’ll be responsible for

Client Service & Suitability

• Deliver a consistent, high-quality client experience through proactive engagement and clear communication.
• Support the team’s suitability requirements, including awareness of vulnerability.
• Develop an understanding of financial planning, investment management and other services to enable positive, integrated client outcomes.
• Investment, Portfolio Management & Technical Development
• With support and supervision, interpret market conditions and contribute to investment discussions, model build and portfolio construction.
• Gain proficiency in systems (e.g. FactSet, RID, Seismic) and prepare meeting packs, proposals and suitability documentation.
• Develop knowledge of quantitative methods, financial maths, statistics and economics

Business Development & Growth

• Support the preparation of pitches, proposals, and performance reviews for prospective and existing clients.
• Participate in training on presentation skills
• Begin building an external network to support future referrals and commercial opportunities.

Team Contribution & Learning

• Engage in shadowing, mentoring, and collaborative learning with peers and experienced colleagues.
• Attend research meetings, internal forums, and CPD events.
• Demonstrate a proactive approach to self-development and feedback.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Exposure to financial services, investment, or client-facing environments
• Experience preparing documentation, presentations, or reports as well as a skilled user of Excel
• Understanding of investment principles, risk frameworks, and regulatory environment.
• Proficiency in financial systems and tools (e.g. FactSet)
• Client-centric mindset with a proactive approach to service.

Our offer to you

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension – 9% non-contributory or 10% if you contribute 5%
• Private medical insurance
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Gym discounts
• Other voluntary benefits you can choose to suit you

Sounds Interesting? Roles will be filled on a first come first served basis, so don’t hesitate to apply. All you need is an updated CV and we will be in touch shortly after. Apply now!