Address
Form of work
Salary2023/2024 GRADUATES ( 6/12 months IFA Admin-wealth management experience required)
City of London-hybrid working
c 28/30k , extremely generous quarterly Bonus, full study, exceptional benefits including an annual group holiday
My Client, a London based boutique wealth management firm are looking to meet a dynamic and talented Graduate with an already acquired internship/placement gained within wealth management/financial planning.
Opportunity Highlights
** Amazing opportunity for a talented, dynamic and well-educated individual to join a slick London based operation
** Excellent opportunity to progress your career within wealth management further.**
** Support a Director Adviser on a dedicated support basis.
** This business takes pride in providing a highly focussed Client service from start to completion.
** You will be involved in organising campaigns, managing the Client annual review process, assist with top-ups, transfers, and withdrawals, send quarterly valuation reports to all clients and checking records are fully compliant.
** Full study support towards the CII Level 4 Diploma ( RO exams)
** Continuous professional development plan
** Excellent 2023/4 Graduate opportunity ( Maths, Economics, Finance, Business Management)
** Relevant internship/placement or work experience within wealth management space is essential
If you are interested in developing your career further within wealth management, contact Camilla Howden at Financial Divisions
