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Extremely generous quarterly Bonus, full study, exceptional benefits including a free annual holiday
My Client, a London based boutique wealth management firm are looking to meet a dynamic and talented Graduate with an already acquired internship/placement gained within wealth management/financial planning.
Opportunity Highlights
** Excellent 2024 Graduate opportunity ( Maths, Economics, Finance, Business Management)
** Amazing opportunity for a talented, dynamic, and well-educated individual to join a slick London based operation
** Support a Director Adviser on a dedicated support basis and start your wealth management journey.
** This business takes pride in providing a highly focussed Client service from start to completion.
** You will be involved in organising campaigns, managing the Client annual review process, assist with top-ups, transfers, and withdrawals, send quarterly valuation reports to all clients and checking records are fully compliant.
** Full study support towards the CII Level 4 Diploma ( RO exams)
** Continuous professional development plan
** Amazing list of company benefits including a huge Bonus and a free Annual Holiday
If you are interested in developing your career further within wealth management, contact Camilla Howden at Financial Divisions.
