[ref. w18554422] 2024 GRADUATE ( progressive wealth management opportunity), Epsom, Surrey, C £24/26k

placeEpsom calendar_month 

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 accumulators, families and small business owners based across London and the Southeast with very long-standing established relationships

Opportunity Highlights

** Ideal opportunity for a Maths, Finance, Business Management or Economics Graduate to start their wealth management journey

** Business is well established and supports all their employees with individual personal development opportunities

** Internship or university placement within Wealth Management/Financial Planning is essential

** Learn to support Advisers with all administration responsibilities across pensions, investments tax planning, and retirement planning and protections

** Clients are HNW and UHNW giving you excellent experience and opportunity

** Full induction, training, study support enabling you to reach your personal dreams.

** Full study support for R0 exams is on offer

** Benefits include DIS, Critical Illness Cover, Income Protection, Study Support, very generous holidays, and a full training programme

Application via Camilla Howden at Financial Divisions.

placeLondon, 15 mi from Epsom
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...
apartmentGoldman Sachs Bank AGplaceLondon, 15 mi from Epsom
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...
electric_boltImmediate start

Practice Manager, Wealth Management

placeHertford, 35 mi from Epsom
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...