Graduate Trainee Wealth Manager

30000.00 - 30000.00 GBP Annual + plus development programme
Closing date
5 Nov 2021

View more

Role Type
Graduate, Other work and training
Graduate Trainee Wealth Manager

Location: Oundle, Peterborough

Salary: GBP30,000 + career development

Working as part of the team at Oundle Wealth Management Ltd Chartered Financial Planners 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. You will be employed by this Practice.

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 GBP143bn. This business is well established and highly successful.

The Role: Graduate Trainee Wealth Manager

Working on a development programme to become a qualified Financial Planner. You will start initially working in the office dealing with client enquiries and helping the existing Wealth Managers provide reports and information for client meetings.

As experience is gained within the financial advice environment, and with exam progression, you will begin work on cash flow forecasting and investment analysis.

During the training programme for the role of Wealth Manager you will have the opportunity to shadow client meetings, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS and conducting your own face to face meetings after one to two years within the role.

Once qualifed you will be rewarded with a bonus and an increase in your basic salary, and the opportunity to earn unlimited bonus.

The Person:

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 ideally 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 ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert