Cantab Asset Management provides wealth management services to private clients, institutions and charities. It is headquartered in Cambridge and delivers a professional bespoke service to each client in accordance with their individual needs. In this growing company, graduates will be expected to make a real contribution to the business from the start.
The role is based in the company’s Cambridge office and involves working in both financial planning and asset management across advisory and discretionary services. Tasks will include drafting correspondence and reports, monitoring portfolios and meeting with clients (under supervision), and assisting with research into current and potential recommended investments.
Believing in the importance of professional development, Cantab will support trainees to take industry-recognised exams. All trainees will first take the Chartered Insurance Institute’s Diploma in Regulated Financial Planning (a QCF Level 4 qualification) and may then take further qualifications as appropriate. There will also be regular internal training designed to help you succeed.
Any degree discipline will be considered, but applicants should have, or be expecting, at least a 2:1. All applicants will have to take mathematics and general financial knowledge tests at interview. In addition, you will need to have a proven ability to work in a team and to produce diligent, error-free work. A professional attitude in the office and when meeting clients is essential. APPLY HERE