Graduate Investment Manager

Heat Recruitment
14 Feb 2019
24 Feb 2019
Contract Type
Full Time

Graduate Investment Manager

Location: Falmouth

Salary: £20,000 - £32,000

Are you a recent graduate looking for a structured development path to becoming an Investment Manager? Are you looking for a firm that will help you with your exams all the way to becoming chartered?

My client is a Chartered firm based in the heart of Falmouth. The firm are very well-established independent firm that provide financial advice on all aspects of financial planning and investments. They have a considerable client base and following a period of particularly strong growth, they are looking to recruit someone who fits in well with the culture of the business and can assist them in delivering their services as the business continues to grow.

They offer an excellent package, exam support and guidance from some highly technical and qualified professionals who will aid in your development.

The Role:

  • You will be required to analyse a client’s circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser
  • Setting up/running model portfolios
  • Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place
  • Liaising with various members of the Research Team involved in Risk and Compliance to ensure that advice is compliant
  • Provide high quality technical, administrative and research support to the advisers
  • Provide input to the Research Manager on the suitability of new systems or procedures
  • Assist in the development of less experienced members of staff


  • Previous experience working within IFA Practice would be preferable
  • Educated to degree level 2.1 or above.
  • Working towards the Level 4 Diploma would be advantageous
  • A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
  • Committed to a career in research
  • Good time management and the ability to organise and prioritise workload


Graduate Advisor, Graduate Paraplanner, Graduate IFA, Graduate Financial Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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