Graduate Trainee Financial Adviser

2 days left

Recruiter
Confidential
Location
Maidenhead
Salary
22000.00 - 22000.00 GBP Annual + plus development programme
Posted
20 May 2021
Closes
17 Jun 2021
Specialism
Administration
Sector
Accounting
Start Date
Immediate
Duration
Permanent
Graduate Trainee Financial Adviser

Location: Maidenhead, SL6

Salary: Starting from circa GBP22,000 per annum (employed) plus a 2 to 3 year Development Programme

Working as part of the team at K C Wealth Management Ltd who are an Appointed Representative of St. James's Place Wealth Management Plc.

An excellent opportunity has arisen for a bright, motivated, individual to work in a fast paced office working closely with the Partner and offering support as required.

St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of GBP1030bn. This business is well established and highly successful.

The Role - Graduate Trainee Financial Adviser
• Working on a two to three year development programme to become a qualified Financial Adviser.
• You will start initially working in the office dealing with client enquiries and helping the existing Advisers provide reports and information for client meetings.
• As experience is gained within the financial industry environment, and with exam progression, you will begin work on cash flow forecasting and investment analysis.

During the training programme for the role of Financial Adviser you will have the opportunity to shadow client meetings, have exam support and undertake classroom training sessions with the aim of conducting your own face to face meetings after two or three years within the role.

The Person - Graduate Trainee Financial Adviser
• This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a 'can do' working style.
• You will be a Graduate and a qualification in Business, Economics, Finance or a similarly related subject would be beneficial although not essential for the right candidate.
• Importantly, you are committed to a career in Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be advising clients.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice

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