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+ study support and bonus for each RO exam passed
Excellent opportunity for a 2024 graduate ( Maths, Economics, Finance, Business Management) to start a career within wealth management. My Client, a privately owned London based independent firm of Financial Advisers, is looking to offer this training opportunity to a talented and dynamic graduate to join the IFA Admin team where you will start your journey.
Opportunity Highlights
- Supporting high billing Advisers with their Administration
- Clients include City Professionals, Companies, Charities and Trusts
- Role will include processing new Business, preparing Letters of Authority and change of agency requests, providing Advisers of relevant documentation and information ahead of their meetings
- Providing valuations/illustrations and annual review documentation and assisting with Client queries
- Excellent opportunity for a 2024 Graduate with a 1st Class or Upper 2nd Class degree in either Maths, Economics, Finance or Business
- Internship or university placement within wealth management is advantageous.
- Excellent training and mentorship provided.
- Full study support for CII Level 4 Diploma (RO exams) and Bonus upon every exam success
To arrange a call, please send your cv to Camilla Howden.
