+ study support and excellent benefits
Are you a recent graduate looking to launch your career in Private Client Wealth Management? If so, we have an exciting opportunity that could be the perfect fit for you.
Our client, a well-established Chartered Financial Planning firm, provides comprehensive financial advice to private individuals, covering investments, pensions, protection, wills, trusts, and estate planning. They are seeking a graduate eager to start their career in this dynamic industry. Whether you're making your first move into wealth management or have gained some basic work experience or completed an internship, we would like to hear from you.
We have worked with this firm for over 10 years, witnessing their growth both organically and through acquisitions, and have successfully placed many of their current staff. Now, they are looking to train the next generation of Financial Advisers by offering a structured graduate role.
This position offers:
- You'll receive full support as you work towards your Level 4 Diploma in Regulated Financial Planning.
- You'll be guided by a highly successful Financial Adviser, helping you progress from Financial Administration to Paraplanning, and ultimately, to becoming a technically proficient Financial Adviser.
- This role provides a clear, structured pathway with opportunities to advance within the firm.
The financial services industry is dynamic and plays a crucial role in helping individuals and families manage and maximise their assets through holistic financial planning. Our client adheres to the stringent standards set by the Financial Conduct Authority, ensuring the highest level of service and compliance.
If you're looking for a people-oriented role where you can provide valuable professional support to clients, this could be the ideal opportunity for you to start a rewarding career in wealth management.
Please contact Joanna Clark for more information.