Trainee Desk Administrator - Investment Management Department

Job Introduction

Trainee Desk Administrator - Investment Management

Qualification: Level 4 Investment Advice Diploma

Location: London 

Duration: 2 years (potential permanent role on completion)

Are you motivated, team-focused and driven, looking to kickstart your career in wealth management? Do you want to work for a forward-thinking business where you will gain exposure to investments along with a qualification? 

Then JM Finn want to hear from you! We are looking for individuals to join JM Finn, who value a client-focused approach and who aim to be part of a motivated and driven team environment. 

JM Finn offers a high quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors.  Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values.

We have over £11bn of funds under management on behalf of over 18,500 client accounts, of which many are for families who have had investments overseen by JM Finn for several generations.

We are seeking candidates with a strong motivation to work closely with clients, a commitment to professionalism, a keen understanding of our business and a demonstrable desire for a long-term career within wealth management. 

The Scheme

In your first two years, you will gain exposure to multiple business areas within Investment Management. You will learn all about JM Finn whilst undertaking administration duties for an investment team, which include things such as producing client correspondence, assist with opening new client account and to become the first point of contact for clients in relation to the administration of their portfolio. Please note that this role is not to become a qualified Investment Manager, instead you would work closely alongside the Investment Managers, and upon completion of the relevant qualifications, take ownerships of the administration of the client journey.

Throughout your two years, we will be supporting you to build on your knowledge and undertake more responsibility whilst working to achieve your CISI Level 4 Investment Advice Diploma. This will be via our apprenticeship programme, and you will have access to a dedicated mentor who will support you through every step of the programme, and help you to understand both WHY you are doing something as well as HOW to do it.

We are a small company which allows you to gain real hands-on exposure at all levels, with a view to gaining a permanent role within an investment team as an Administrator. Your formal study can continue beyond the scheme alongside the many internal learning opportunities available. 

We are looking for individuals who are/have:

• Educated to minimum Grade 4 at GCSE English and Maths, with a predicted 80 UCAS points minimum
• Eligible to work permanently in the UK
• Ambitious with a desire to continuously improve
• Commitment to professionalism
• Pro-active, motivated and independent
• Passionate about learning and developing a career in wealth management 
• Have an interest in developing relationships with clients and intermediaries 

What we offer:

•  A two year placement that offers exposure and learning in all areas of the business
• A competitive salary
• Full funding of the CISI Investment Advice Diploma 
• 25 days holiday plus extra days at Christmas and a selection of other great benefits 

If you have any questions, please contact a member of the JM Finn Early Talent Team on 0121 713 8336 or email: JMfinn@earlytalent.careers