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- Graduate seeking first role in wealth management
- Need a degree in Maths/Finance/Accounting/Business/Economics or similar
- Wealth Management Firm working with HNW & UHNW clients
- £23k - £26k basic salary plus benefits plus full training and progression opportunities
My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 4 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years.
The business has won numerous awards and is very engaged in the local community and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.
The Managing Director is creating a brand-new role for a recent Graduate with a relevant degree in Maths/Finance/Economics/Business/Accounting or similar who wants to take their first steps into the wealth management sector. My client will consider a non-graduate/school leaver who is smart, and has some basic work experience in financial services with some interesting hobbies away from work. A good attitude, a willingness to learn and the desire to get stuck in is vital for this role. You must want to move into financial services wealth management as a career and want to study towards the industry exams.
- Salary: £23k - £26k (negotiable)
- Death in Service, Critical Illness Cover, Income Protection
- Full training and onboarding
- 25 days holiday + bank holidays
If this role sounds of interest or any other roles I am working on please get in touch.
