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- OUTSTANDING ENTRY LEVEL OPPORTUNITY
- Graduate or School Leaver seeking first role in wealth management
- Wealth Management Firm working with HNW & UHNW clients
- Offices in Leatherhead (Surrey)
- Full training, induction and study support
- £20k - £25k basic salary plus benefits
My client are a wealth planning firm with offices in Leatherhead. They offer whole of market financial advice to UK based and European based HNW retirees, expats, accumulators, families and SME owners. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. 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 Managing Director is creating a brand-new role for a recent Graduate or School Leaver 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.
If this role sounds of interest or any other roles I am working on please get in touch.
