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IFA ADMINISTRATION ( Graduate/A Level opportunity within Wealth Management)

Financial Divisions
Posted 11 hours ago, valid for a month
Location

Stockport, Cheshire SK2 5JF, England

Salary

£25,000 - £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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  • A fast-growing wealth management firm in Stockport is seeking a talented individual with recent A Levels or a Degree in Maths, Economics, Business Administration, or Finance.
  • The role focuses on supporting the Advice Team in the annual review process and involves preparing documentation for private clients before and after Adviser meetings.
  • Candidates should ideally have office experience within wealth management Financial Services, making this opportunity suitable for both graduates and A Level holders.
  • The position offers a competitive starting salary along with an amazing benefits package that includes extensive holidays, bonuses, and an excellent pension.
  • Additionally, there is an opportunity to study for the CII Level 4 Diploma (RO exams) and participate in a great mentoring program.

Wonderful opportunity for a talented individual with recent A Levels/Degree ( Maths, Economics, Business Administration, Finance) looking to join a fast-growing wealth management firm in Stockport. My Client is a highly successful and rapidly growing independent firm of Advisers with an excellent reputation and would like to offer this role to an individual looking to carve their career within wealth management

Opportunity Highlights

** Exciting opening to join a small friendly team focussing on the Annual review process

** The aim of the role is to support the Advice Team with the delivery of the financial planning and advice process.

** Your role will involve working with Private Clients preparing all documentation pre and post Adviser meetings

** Will suit either a Graduate or A Level candidate with evidence of office experience ideally within wealth management Financial Services

** Amazing benefits package and very competitive starting salary

** Opportunity to study for the CII Level 4 Diploma ( RO exams)

** Great mentoring programme working with likeminded people.

** Excellent benefits package includes extensive holidays, bonuses, Christmas closure, excellent pension and lots more

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.