Graduate Trainee Investment Manager

Graduate Trainee Investment Manager

Milford & Dormor Financial Planning Financial Planners 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.

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

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

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Matthew Clark