Graduate Trainee - financial services

6 days left

Recruiter
Confidential
Location
London
Salary
20000.00 - 25000.00 GBP Annual
Posted
01 Jun 2021
Closes
29 Jun 2021
Specialism
Administration
Sector
Accounting
Start Date
Immediate
Duration
Permanent
Extremely successful and highly reputable Chartered IFA practice is looking for a Graduate who is seeking a career in Wealth Management. This is an organised scheme where the job holder will be provided with training and all the tools for a rewarding career within the sector.

Job Description:

* Studying towards the Diploma in Financial planning

* Working alongside IFAs, Paraplanners, Technical Support Administrators

* Offering support to the IFAs

* Processing business for pensions, investments and protection products

* Studying client situations, researching the best products

* Liaising with clients and providers

Person Specification:

* This role is for a recent Graduate with an appropriate degree - Financial Services, Economics, Business Studies etc (other degrees will be considered, if the candidate can demonstrate a strong interest in pursuing a career within financial services). Ideally a 2.1 or above

* Dedicated, committed, analytical with excellent communication skills

* The ability to communicate with HNW clients

Additional Information:

* Based in North London - over time there could be some remote working

* Monday - Friday, 9-5.30pm.

* Salary: GBP20-25,000

Similar jobs

Similar jobs