Graduate Trainee Investment Manager

An opportunity has arisen for an ambitious graduate to join Seabrook Clark as a Graduate Trainee Investment Manager.

Seabrook Clark 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.

Found this useful?

Please feel free to share it with your contacts and friends through social media.