Be a Trainee Investment Manager

Gain a Wealth Management Masters, an Investment Advice Diploma and three years of hands-on experience with this market-leading firm.

How and Why You Should Apply

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Trainee Investment Manager Bristol

  • Competitive salary

What you will be doing

Our Investment Management teams work with private individuals, charities and institutions to help 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.

The three-year graduate programme combines practical experience with technical studies, as well as providing numerous opportunities to increase your skill set.

  • You will assist the Director with regular portfolio reviews
  • You will undertake analysis of companies
  • You will set up new clients and draft client correspondence
  • You will review monthly and quarterly statements
  • You will liaise with Investment Settlement Operations and Banking departments
  • You will ensure familiarity and compliance with FCA requirements
  • You will support the team by liaising with clients and their advisers
  • You will gain invaluable experience through our formal rotation programme
  • You will study for the Investment Advice Diploma (IAD) and CISI’s Masters in Wealth Management qualifications.

What you will have

At Smith & Williamson we recruit high calibre people with the skills, knowledge and commitment to meet the demands of the business.

  • You are a high achiever, with a 2:1 degree or higher in any discipline
  • You are committed and motivated to studying towards the Investment Advice Diploma (IAD) and CISI’s Masters in Wealth Management qualifications
  • You are able to deliver first-class client service and work effectively as part of a team
  • You are a clear and confident communicator, both verbally and in writing.
Onwards to our company and culture…

We are Smith & Williamson

We are a leading, independently-owned Financial Services firm, combining an Accountancy practice, an Investment Management arm and a private bank.

Our Culture - What we do

We are an award-winning Financial Services firm and we achieve this by providing the best possible solutions and service to individuals, corporate bodies, professional practices and non-profit organisations.

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.

Expect first–class training which will develop the skills you need to become a trusted business adviser.

You will also experience opportunities to study towards funded qualifications or even to take on a secondment overseas.

Right from your first year, you’ll be offered the chance of early responsibility.

Career Progression

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Our Graduates - Who we are

Alex's Graduate Story

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You’re actively encouraged to pursue social activities outside of the firm.

Your knowledge increases exponentially and you can gradually become more and more involved.

Sophie's Graduate Story

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Our Future - Where we're going

Why Graduates Are Key to Our Future

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David Nichols, Associate Director, Human Resources

Smith & Williamson has over 100 years of heritage, with rapid growth over the last ten years seeing our expansion to various locations across the UK.

Our Trainee Programmes can range from direct-entry graduates to higher apprenticeships and internships in any of our offices.

What makes us stand out is our breadth of service: on a day-to-day basis we might look after a client's private wealth and offer personal tax advice, but also offer them other corporate services such as audit, corporate tax or advisory services.

Graduates are an essential part of our future as a company. If you take a look at our current executive board, a number of them joined us as graduates.

Our client base will grow and diversify over time, and grads like you will be integral in growing our relationships with clients and developing our services.

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