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2023/2024 GRADUATES (c 3/ 6 months wealth management experience) - City of London-hybrid - c 28/30k

Financial Divisions
Posted 25 days ago, valid for 3 days
Location

London, Greater London EC1R 0WX

Salary

£28,000 - £30,000 per annum

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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

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  • Salary: Not specified
  • Year of experience required: 3/6 months wealth management experience
  • Opportunity for 2023/2024 graduates in Maths, Economics, Finance, or Business Management
  • Support a Director Adviser in a London based boutique wealth management firm
  • Benefits include generous quarterly bonus, full study support, and a free annual holiday

2023/2024 GRADUATES ( with c 3/ 6 months wealth management experience)

Plus: 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 2023/4 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

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.