SonicJobs Logo
Left arrow iconBack to search

2024 GRADUATE ( progressive wealth management opportunity), Epsom, Surrey, C £24/26k

Financial Divisions
Posted 12 hours ago, valid for 22 days
Location

Epsom, Surrey KT18 7EW, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • This position is an excellent opportunity for a 2024 Graduate to join a reputable independent wealth management firm.
  • Candidates should have a degree in Maths, Finance, Business Management, or Economics and ideally possess internship or university placement experience in Wealth Management.
  • The role involves supporting Advisers with administration tasks related to pensions, investments, tax planning, and retirement planning.
  • The firm offers a comprehensive benefits package including DIS, Critical Illness Cover, Income Protection, and study support for R0 exams.
  • Salary details are not specified, but the firm emphasizes personal development and career advancement opportunities.

Great benefits, career enhancing opportunity

This is an outstanding opportunity for a 2024 Graduate to join a very well chartered independent wealth management firm. The Advisers work with a wide Client portfolio including HNW retirees, investment accumulators, families and small business owners based across London and the Southeast with very long-standing established relationships

Opportunity Highlights

** Ideal opportunity for a Maths, Finance, Business Management or Economics Graduate to start their wealth management journey

** Business is well established and supports all their employees with individual personal development opportunities

** Internship or university placement within Wealth Management/Financial Planning is essential

** Learn to support Advisers with all administration responsibilities across pensions, investments tax planning, and retirement planning and protections

** Clients are HNW and UHNW giving you excellent experience and opportunity

** Full induction, training, study support enabling you to reach your personal dreams.

** Full study support for R0 exams is on offer

** Benefits include DIS, Critical Illness Cover, Income Protection, Study Support, very generous holidays, and a full training programme

Application via Camilla Howden at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.