plus great benefits including study
Are you a 2022 graduate looking to build a career within the world of wealth management? My client, an award-winning Financial Planning Practice based in the heart of London, is looking to offer this amazing dream opportunity to a progressive graduate ( predicted minimum of an upper 2nd Class in either Maths, Economics, Finance/Accounting or Business Management) with a view to offering a full training/mentoring programme with study support to progress your skills to meet your personal goals. With over a decade in operation, they pride themselves in developing their staff and following an extremely successful period they feel ready to take on their next graduate to develop the chosen individual into a high-flying professional.
About the role
Your initial duties will involve a variety of administrative tasks ranging from preparing meeting packs for client meetings, assisting the Paraplanners and Advisers with the effective running of their beautiful offices and the general running of the business. You will learn about all areas of advice that high-net-worth clients receive and all the administrative processes involved.
This is an exciting opportunity for a 2022 graduate who has already gained either placement year/ internship or office experience within financial services with a desire to start studying for the wealth management exams ( RO exams) which you will receive full support for. Upon exam success you will be offered a plan to progress your career to the next stage.
As a business which holds an enviable reputation for providing solid financial advice to HNW families and city professionals, you will not only benefit from an excellent platform to develop your skills and achieve your own personal goals, but will be rewarded with an excellent salary package including a bonus and a full study package and various social events. If you feel this role ticks all your boxes, then please send through your cv with urgency to avoid disappointment to Camilla Howden.