Quilter Cheviot
Trainee Investment Manager
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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 £157.4 billion in customer investments (as at 6th August 2026). 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
Department: Investment Management
Location: Leicester (Hybrid)
Contract: Permanent
We are looking for an ambitious and motivated individual who is excited by the prospect of building a long-term career in investment management. This is an opportunity to join a growing investment team and work directly alongside experienced Investment Managers, gaining hands-on exposure to portfolio construction, client relationships, investment research and wealth management. You will be given responsibility, encouraged to contribute ideas and supported in developing the skills required to become a fully-fledged Investment Manager.
You will report to an investment manager in the team and will work closely with senior colleagues, advisers and clients, assisting with client reviews, investment proposals and portfolio management activities. As your knowledge, experience and qualifications progress, you will take on increasing responsibility for portfolio implementation, rebalancing and client servicing.
We are looking for someone who enjoys taking ownership of projects, demonstrates initiative and is willing to challenge themselves in pursuit of professional development. The successful candidate will have the opportunity to study for industry qualifications, with a clear pathway towards becoming an Investment Manager.
This role would suit someone who is intellectually curious, commercially minded and keen to build a successful career within one of the UK's leading discretionary investment management firms.
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We will provide full training for the role, as well as offering access to formal industry qualifications, with the aim of progressing you into an Investment Manager in due course.
An applicant who is already qualified to Level 4 or has already started industry exams is preferable but not mandatory.
Key initial responsibilities:
- Preparing client reviews
- Producing investment proposals
- Preparing suitability letters
- Maintenance of suitability affirmations
- Once qualified to a sufficient degree, rebalancing portfolios and raising monies
- Monitoring risk systems
- Ensuring liquidity for income payments and charges
About You
Experience, Skills and Knowledge
- Ideally you will have experience in a similar role as an Investment Administrator/Trainee Investment Manager within Wealth or Investment Management, however this is not essential
- You are naturally proactive, take ownership of your work and actively seek opportunities to add value. Rather than waiting to be directed, you enjoy identifying solutions, overcoming challenges and taking responsibility for delivering outcomes.
- You show intellectual curiosity about financial markets, economics and investments.
- You display a strong work ethic and desire for continuous improvement.
- You enjoy working in a fast-paced professional environment and embracing new challenges.
- You have a commitment to pursuing professional qualifications.
- You 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.
- A good level of Microsoft Office proficiency, especially Excel, is required.
- Experience within financial services is beneficial.
- Ideally you will have a full driving licence.
Must-Have Behaviours and Competencies:
- Keen attention to detail and accuracy in all tasks.
- Strong client focus and dedication to delivering exceptional service.
- Independent worker and thinker with a proactive and entrepreneurial mindset.
- Collaborative team player who supports colleagues' professional growth and development.
- Commitment to adhering to regulatory standards and ensuring compliance.
- Willingness to learn and adapt to new challenges and opportunities.
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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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