plus 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.