Graduate Opportunity in Wealth Management - London (2 days in office) - £25k

Graduate Opportunity in Wealth Management - Exceptional Training and Career Growth

with study support and bonus for each RO exam passed

Are you a recent graduate looking to kick-start your career in wealth management? This is your chance to join an innovative and highly respected independent firm of financial advisers in London, offering you comprehensive training and mentorship in a dynamic environment.

We’re looking for an ambitious graduate with a strong background in Maths, Economics, Finance, or Business Management to join our client’s IFA Admin team. You’ll gain hands-on experience while supporting experienced advisers, all while progressing towards professional qualifications. This is the ideal opportunity to combine your academic skills with practical experience and lay the foundation for a successful career in wealth management.

Why This Role Stands Out:

• Immersive Learning & Mentorship: You’ll receive exceptional training from seasoned professionals, ensuring you have the skills and knowledge to excel.
• Study Support & Exam Bonuses: Full study support for your CII Level 4 Diploma (RO exams), plus a bonus for each exam passed—you’re rewarded for your achievements!
• Hands-On Experience: You’ll work closely with high-billing advisers, gaining experience with a diverse range of clients, including City professionals, businesses, charities, and trusts.
• Varied Responsibilities: From processing new business and preparing letters of authority, to providing documentation and valuations, you’ll gain exposure to all aspects of wealth management.
• Career Growth: With a strong focus on professional development, this role offers exciting opportunities for career progression within a leading firm in the industry.

What We’re Looking For:

• A recent graduate with a 1st Class or Upper 2nd Class degree in Maths, Economics, Finance, or Business Management.
• Relevant experience such as an internship or university placement in wealth management is essential.
• Motivated and dynamic - you’re eager to learn, develop, and contribute to a successful team.

Apply Today

Take the first step towards a rewarding career in wealth management. If you’re passionate about finance and ready to embark on a journey of professional growth, this is the perfect opportunity for you.

To apply or for more information, contact Laura Mckendry at Financial Divisions