Trainee Investment Manager bei Quilter Cheviot

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.
Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

Level: 2

Location: Salisbury

Contract: Permanent

Department: Investment Manager

We are looking to recruit an individual with passion for the industry into our growing team. This role will be working alongside a senior Investment Manager to assist in the management of his clients. This work will cover all aspects of administration of the accounts, from opening, working with investment managers during the account’s life, and closing accounts, while ensuring this is performed in a compliant manner.

We are happy to provide full training for the role, as well as offering access to formal industry qualifications and we work collaboratively to achieve the teams goal. To progress towards being an Investment Manager.

As a Trainee Investment Manager you’ll be part of a team, aiding the client experience, with your roles including but not limited to:

• Producing investment proposal documents

• Preparing client review presentations and data

• Taking an active part in team investment discussions

• Once qualified to a sufficient degree, rebalancing client portfolios

• Processing payments and using your discretion as to where to raise cash or invest new funds

• Monitoring team investment models

• Distributing valuations, tax packs and periodic commentary

You’ll be working very closely with our clients and their agents to provide the best service with information and reports regarding their portfolio, which necessitates close relationship building with our stakeholders whether that be internally or externally.

As your role is central within the team you’ll also be assisting in the general administration, these duties are varied daily but usually consists of answering the phones, preparing PowerPoint presentations, preparing suitability letters and maintenance of suitability affirmations. You will be required to facilitate the smooth opening of new accounts and assist Investment Managers preparing for client meetings.

Core competencies: We use the Microsoft Office suite on a daily basis so a good understanding of Excel, Word, PowerPoint and Outlook is necessary. The individual should be comfortable using Excel functions such as VLOOKUP, IF and SUMIF (for example) and be willing to learn more in order to streamline their role. An understanding of Macros and Pivot tables would be beneficial.

Consumer Duty

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

Senior Managers & Certification Regime (SMCR) Roles

4) Functions requiring qualifications

About You

• You will be ideally be looking to start your career within Investment Management, and will want to work towards completing your exams to become a fully qualified Investment Manager.

• To be successful in this role you’ll be an independent worker and thinker.

• You have an interest in financial services or have a good understanding of our financial services where you can utilise your knowledge and experience within investment management.

• A good level of communication skills is required.

• Ideally you with be QFA or CISI level 4 qualified, but this is not essential

#LI-VS1 #QC #QuilterCheviot

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

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