Trainee Investment Executive , Graduate , Wealth Management Support , Worcester

Job description

The Company:

A well respected and professional financial planning / wealth management firm with ambitious growth plans.

The Role:

The Trainee Investment Executive will provide excellent administrative support to a team of Investment Managers to help to deliver good client outcomes. Work efficiently and effectively with the Investment Management team with daily administration tasks associated with the ongoing monitoring of client investment portfolios. Working closely with the colleagues within the wider team to ensure the team are fully supported.

The Trainee Investment Executive will be responsible for writing up file notes, drafting letters, arranging client meetings as well as account opening and closing.

The Trainee Investment Executive will make transfer of stock into accounts and payments. Updating Avaloq with static data. Producing excel reports via data held on Avaloq.

When required the Trainee Investment Executive will support the Desk, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly. Support Investment Managers with preparation and administration for client pitches and meetings.

The Trainee Investment Executive will assist team with ongoing projects. Carry out any other relevant duties within the remit of the role and as reasonably directed by management.

The Candidate

A recent graduate with an interest in Investment Management / Wealth Management or 1-2 years experience in a similar wealth management support, wealth planning administration or investment management administration role, or Client Services within Wealth Management.

An active interest in Investment and Financial markets.

Willingness to study for investment exams.

Strong communication skills.

Proficient in Word, Excel and PowerPoint

Extra information

Status

Open

Education Level

Secondary School

Location

Worcester

Type of Contract

Full-time jobs

Published at

21-08-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English