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Graduate Training Programme - Trainee Investment Manager

Salary: Competitve

Location: Bristol, Bristol

Application Deadline: 31-08-2019

Job Type: Graduate job

Contract Type: Permanent

The job

Summary of the job role

At Smith & Williamson we recruit high calibre people with the knowledge, skills and commitment to meet the demands of the business. Our graduate programme is a structured training programme combining technical studies with hands-on experience, as well as providing numerous opportunities to increase your skill set with internal courses ranging from time management to personal impact and negotiation skills to delivering presentations.

It takes an impressive skill set and knowledge-base to win the trust of a private investor. Our aim as an investment service is to understand our clients’ needs and create tailored solutions that enable them to both preserve and grow their wealth. We don’t limit ourselves to one in-house investment style, which means there’s no limit to the insights you can provide to clients.

Our Investment Management teams work with a blend of clients: private individuals, charities and institutions, helping them achieve their financial aspirations. We do this by understanding their requirements, attitude to risk and time-horizons to create and manage the most suitable investment portfolios.

For us, hands-on experience is key to creating well-rounded, trusted business advisers. As part of our Investment Management team you will gain invaluable experience from day one. You will be studying for the Investment Advice Diploma (IAD) and CISI’s Masters in Wealth Management qualifications.

How you'll expect to spend your day

As an Investment Management trainee, you will be learning a well-respected profession at a firm with an unrivalled reputation. We will teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks and funds as you evaluate risk while constructing high-performing portfolios that exceed your clients’ expectations.

Duties of the Trainee Investment Manager role are as follows:

- Assist Director with regular portfolio reviews
- Undertake basic analysis of companies
- Attend daily morning meetings, annual compliance briefing and internal/external seminars (as appropriate)
- Draft client correspondence (e.g. valuation letters for approval by Director and responses to client queries)
- Write up notes after client meetings
- Assist in setting up new clients
- Check monthly/quarterly statements
- Set up client trades
- Liaise with Investment Settlement Operations and Banking departments on administrative matters (e.g. corporate actions, stock transfers)
- Ensure familiarity and compliance with Financial Conduct Authority (FCA) requirements
- Support the team by liaising with clients and their advisors
- Be able to deliver first-class client service and work effectively as part of a team
- Be well organised and able to prioritise your own workload

The candidate

Required Education

- Must have or be on course for at least an upper second class honours degree in any discipline
- 320 UCAS points (or equivalent) in your top three A-levels (excluding General Studies)
- GCSE English and Maths (or equivalent) at a minimum of grade B

Continue reading to learn what it's like to work at Smith and Williamson

Life at Smith and Williamson for graduates

Graduate Trainees joining departments across assurance & business services, business tax and private client tax services pursue one or more of the following qualifications: Associate Chartered Accountant (ACA), Association of Tax Technicians (ATT) and Chartered Tax Adviser (CTA). Our investment management trainees work towards the Investment Advice Diploma (IAD) and the Masters in Wealth Management (CISI).

No matter which area you choose, you’ll receive first-class training and will develop the skills needed to become a trusted business adviser. In addition, placements in other departments mean greater insight into our business and the chance to expand your networks across the firm.

We can offer you much more responsibility than you might expect. You’ll be working on real projects and liaising with our clients from the start — it’s our approach to clients that makes this a more fulfilling place to work.

A career here means having more personal time than you might get in other firms. We believe in getting your work/life balance just right because it’s not just good for you, it’s good for us too.

If you’re looking to get more out of your future, we think you’ll love life with Smith & Williamson.


Life assurance valued at four times annual salary

Permanent health insurance

Flexible benefits package

An interest-free season ticket loan

Full financial support for the completion of relevant professional qualifications

Overtime payments or compensatory time off (selected business areas)

Pension scheme and discretionary bonus

Market-comparable salaries

23 days’ annual holiday allowance

Case studies


Business Tax

"The firm has much better hours and far less pressure than many other firms of the same calibre, but the same quality of work and clients."


Assurance & Business Services

"You get the chance to work on a wide range of clients in different business sectors."


Private Client Tax Services

"The best thing about working here is the responsibility."


Investment Manager (London)

"When it comes to training, Smith & Williamson is encouraging and supportive."


Private Client Tax Services (London)

"I have always felt like a valued member of the team."

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