Trainee Investment Associate

We are seeking a highly motivated Trainee Investment Associate to join our growing team. This entry-level sales role offers an excellent opportunity to gain hands-on experience in the financial services industry, assisting with portfolio management, market research, and investment sales.

• Support the management and monitoring of client portfolios, ensuring alignment with investment objectives.
• Prepare performance reviews and recommend new business.
• Introduce the companies products to private clients.
• Address client inquiries and ensure timely follow-up on requests.
• Qualify, pitch and open new prospects.

• Sales background
• Strong communications skills.
• Money motivated
• Excellent written and verbal skills.
• Demonstrated interest in financial markets and investment strategies.
• Ability to manage multiple tasks with attention to detail.

• £30,000 per annum basic salary.
• Commission structure.
• A collaborative, team-oriented work environment.
• Comprehensive training and development opportunities.
• Competitive salary and performance-based bonuses.