Position: Graduate Investment Advisor
Location: London, UK
Salary: £32,000 – £36,000 per annum + performance-based bonuses
About Us
We are committed to guiding our clients through the complexities of the financial world. Our team of seasoned professionals delivers tailored investment solutions that align with our clients’ goals and values. We believe in nurturing talent and are excited to welcome graduates eager to embark on a rewarding career in investment advisory.
Role Overview
As a Graduate Investment Advisor, you will embark on a comprehensive training programme designed to equip you with the skills and knowledge necessary to excel in the investment advisory field. You will work closely with experienced advisors, gaining hands-on experience in client relationship management, investment analysis, and financial planning.
As this is both a client-facing role and one within a highly regulated sector, you will also be expected to develop a strong working knowledge of UK financial regulations—particularly those governed by the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA). Compliance, professionalism, and ethical standards will be embedded into every aspect of your training and daily responsibilities.
Your journey will begin with an intensive induction period, introducing you to our company’s ethos, services, and the regulatory environment. Following this, you’ll engage in rotational placements across various departments, including portfolio management, research, and client services, providing you with a holistic understanding of our operations.
Throughout the programme, you’ll be encouraged to take ownership of projects, contribute ideas, and develop your professional network. By the end of the programme, you’ll be well-prepared to take on the responsibilities of an Investment Advisor, managing your own client portfolio and providing strategic investment advice
Key Responsibilities
- Assist in developing and implementing investment strategies tailored to client objectives.
- Conduct market research and analysis to inform investment recommendations.
- Support senior advisors in client meetings and presentations.
- Prepare investment reports and documentation for clients.
- Ensure compliance with regulatory requirements and company policies.
- Continuing Professional Development (CPD): Commit to completing a minimum of CPD annually, with at least being structured learning, to maintain professional competence and adhere to industry standards.
What We Offer
- Structured Training: Comprehensive training programme covering all aspects of investment advisory.
- Professional Development: Support in obtaining industry-recognised qualifications such as the CFA level 1
- Mentorship: Guidance from experienced professionals committed to your growth.
- Performance Bonuses: Incentives based on individual and company performance.
- Career Progression: Clear pathways for advancement within the company.
- Flexible Working: Options to support work-life balance.
- Additional Benefits: Health insurance, pension scheme, and wellness programmes.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Genuine interest in financial markets and investment strategies.
- Commitment to ongoing professional development and learning.
Application Process
To apply, please submit your CV and a cover letter detailing your interest in the role to info@prestigerecruitmentltd.co.uk.
We are committed to fostering a diverse and inclusive workplace and welcome applications from all backgrounds.