Charles Stanley
Trainee Investment Manager
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Trainee Investment Manager
The Trainee Investment Manager Scheme is designed to support individuals from a wide range of backgrounds who aspire to build a career in private client investment management. This structured three-year programme provides a comprehensive foundation, combining hands-on experience with professional development and formal qualifications required to progress into an Investment Manager role.
As a Trainee Investment Manager, you will work closely with experienced colleagues, supporting the team across a broad range of administrative, analytical, and client-focused activities. Your responsibilities will develop over time in line with your learning and confidence. You will be encouraged to take initiative, ask questions, and contribute positively to team objectives as your capability grows.
Continued employment within the programme is dependent on successfully achieving the following qualifications within the required timeframes: i) CISI Level 4 (Investment Advice Diploma) – all three papers passed within the first six months. ii) CISI Level 7 (Chartered Wealth Manager) – completed within the subsequent 30 months.
Key Responsibilities
• Develop into an effective, proactive, and collaborative member of the team. • Build a strong understanding of RJWM’s systems, processes, and operational workflows. • Provide high-quality administrative support while identifying opportunities to improve efficiency and ways of working. • Gain a full understanding of the end-to-end process for opening, maintaining, and servicing client accounts. • Communicate professionally and respectfully with clients, registrars, intermediaries, and other external stakeholders. • Develop knowledge of the products and services available to support clients’ needs. • Build commercial awareness and an understanding of the wider financial services environment. • Commit to continuous learning and successfully complete the CISI Wealth Manager qualification pathway.
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Knowledge, Skills & Attributes
• Clear, confident written and verbal communication skills. • Strong organisational skills and the ability to manage multiple priorities effectively. • Proactive and self-motivated, with a willingness to learn and take ownership of tasks. • Able to work accurately under pressure while meeting deadlines and maintaining attention to detail. • A supportive and adaptable team player, comfortable working with different individuals and styles. • Evidence of leadership potential, demonstrated through academic, professional, community, or extracurricular activities. • Flexible and resilient, with enthusiasm for a role that grows and evolves over time. • A positive, inclusive, and solution-focused mindset.
Qualifications & Experience
Required: • A university degree or equivalent qualification.
Preferred: • Relevant industry qualifications (e.g. Investment Operations Certificate). • Experience in financial services, professional services, or a client-focused environment.
Information Provider
• This role is classified as an Information Provider under MiFID II Regulations (i.e. an individual who provides information on behalf of Charles Stanley about financial instruments, investment services and/or ancillary services to clients). • Information Providers must demonstrate appropriate knowledge and competence, including a minimum of six months’ experience in role. Once assessed as competent, Information Providers are subject to an Annual Reassessment of Competence. • Ongoing competence must be maintained through an annual programme of continuous professional development (CPD).
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Demonstrating Our Values
• We put clients first – doing what is right for clients underpins our long-term success. • We act with integrity – we prioritise honesty, fairness, and doing the right thing, even when it is not the easiest option. • We think long term – we act responsibly to build a strong, stable firm for clients, colleagues, and shareholders. • We value independence – we respect individuality, welcome diverse perspectives, and encourage collaboration and innovation.
This role operates within the First Line of Defence, with accountability for identifying, assessing, controlling, and mitigating risks within the individual’s business area.
At Raymond James, we are committed to the highest standards of integrity, professionalism, and ethical conduct in line with FCA expectations. All employees are expected to act with honesty, transparency, and respect, making decisions that support the best interests of clients and the integrity of the financial system. Adherence to the FCA Conduct Rules is a regulatory requirement and a core part of our culture.
Raymond James is an equal opportunities employer. We actively welcome applications from everyone and are committed to building an inclusive workplace where difference is valued. Recruitment decisions are made based on skills, experience, and potential, regardless of age, gender identity, ethnicity, sexual orientation, disability, religion, or belief.
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