GRADUATE ( with wealth management experience), London-2 days in office, Salary c £25k
London
Study support and bonus for each RO exam passed
Excellent opportunity for a graduate ( Maths, Economics, Finance, Business Management) to start a career within wealth management. My Client, a privately owned London based independent firm of Financial Advisers, is looking to offer this training opportunity to a talented and dynamic graduate with relevant wealth management experience to join the IFA Admin team where you will start your journey.
Opportunity Highlights- Supporting high billing Advisers with their Administration
- Clients include City Professionals, Companies, Charities and Trusts
- Role will include processing new Business, preparing Letters of Authority and change of agency requests, providing Advisers of relevant documentation and information ahead of their meetings
- Providing valuations/illustrations and annual review documentation and assisting with Client queries
- Excellent opportunity for a 2024 Graduate with a 1st Class or Upper 2nd Class degree in either Maths, Economics, Finance or Business
- Internship or university placement within wealth management is essential.
- Excellent training and mentorship provided.
- Full study support for CII Level 4 Diploma ( RO exams) and Bonus upon every exam success
To apply for this excellent opportunity contact Camilla Howden at Financial Divisions.
Goldman Sachs Bank AGLondon
Opportunity Overview CORPORATE TITLE: Vice President OFFICE LOCATION(S): London JOB FUNCTION: Portfolio Construction / Risk DIVISION: Asset & Wealth Management The Portfolio Construction and Risk team is an integral part of fixed income...
Hertford, 20 mi from London
and forecasting. The role will also work closely with other business heads to support their needs and strategic aims.
Applicants must be from a financial planning/wealth management background. Experience in Business Management or Practice Management is desirable...
Epsom, 15 mi from London
Great benefits, career enhancing opportunity
This is an outstanding opportunity for a 2024 Graduate to join a very well chartered independent wealth management firm. The Advisers work with a wide Client portfolio including HNW retirees, investment...