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Graduate Trainee Role in Private Client Wealth Management, £28-30k, Manchester, Study support

Financial Divisions
Posted 6 hours ago, valid for 11 days
Location

Manchester, Greater Manchester M17 1DJ, 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

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  • Our client, a well-established Chartered Financial Planning firm, is seeking a recent graduate to launch their career in Private Client Wealth Management.
  • The role offers a structured pathway to progress from Financial Administration to Paraplanning and ultimately to becoming a Financial Adviser.
  • Candidates with some basic work experience or completed internships are welcome to apply, making it suitable for both fresh graduates and those with initial exposure to the industry.
  • The position includes full support towards obtaining a Level 4 Diploma in Regulated Financial Planning and offers excellent benefits.
  • Salary details are not explicitly mentioned, but candidates are encouraged to reach out for more information regarding compensation and the desired year of experience required.

Excellent benefits

Are you a recent graduate looking to launch your career in Private Client Wealth Management? If so, we have an exciting opportunity that could be the perfect fit for you.

Our client, a well-established Chartered Financial Planning firm, provides comprehensive financial advice to private individuals, covering investments, pensions, protection, wills, trusts, and estate planning. They are seeking a graduate eager to start their career in this dynamic industry. Whether you're making your first move into wealth management or have gained some basic work experience or completed an internship, we would like to hear from you.

We have worked with this firm for over 10 years, witnessing their growth both organically and through acquisitions, and have successfully placed many of their current staff. Now, they are looking to train the next generation of Financial Advisers by offering a structured graduate role.

This position offers:

  • You’ll receive full support as you work towards your Level 4 Diploma in Regulated Financial Planning.
  • You’ll be guided by a highly successful Financial Adviser, helping you progress from Financial Administration to Paraplanning, and ultimately, to becoming a technically proficient Financial Adviser.
  • This role provides a clear, structured pathway with opportunities to advance within the firm.

The financial services industry is dynamic and plays a crucial role in helping individuals and families manage and maximise their assets through holistic financial planning. Our client adheres to the stringent standards set by the Financial Conduct Authority, ensuring the highest level of service and compliance.

If you’re looking for a people-oriented role where you can provide valuable professional support to clients, this could be the ideal opportunity for you to start a rewarding career in wealth management.

Please contact Joanna at Financial Divisions for more information.

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.