Job Title: Finance Graduate – Wealth Management
Location: Weybridge (Must be able to commute to the office 5 days a week)
Salary: £24,000
Are you a recent finance graduate with a keen interest in wealth management? GTS Banking and Finance is seeking a motivated and enthusiastic individual to join our client's team in London. This is an excellent opportunity for a finance graduate to embark on a rewarding career in wealth management with minimal experience in pensions required.
Key Responsibilities:
- Assist in managing client portfolios and providing support in wealth management activities.
- Conduct research and analysis to support financial planning and investment strategies.
- Prepare reports and presentations for client meetings.
- Provide administrative support, including maintaining client records and handling correspondence.
- Assist with the preparation of financial statements and other regulatory documentation.
- Stay updated on market trends and developments in the wealth management sector.
Requirements:
- Recent graduate with a degree in finance, economics, or a related field.
- Strong interest in wealth management and financial planning.
- Basic understanding of pensions and investment principles.
- Excellent analytical and numerical skills.
- Strong attention to detail and organisational skills.
- Effective communication skills, both written and verbal.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Ability to work collaboratively in a team-oriented environment.
What We Offer:
- Competitive salary of £24,000 - £26,000 per annum.
- Comprehensive training and mentorship to support your professional development.
- Opportunities for career progression within the wealth management sector.
If you are a finance graduate eager to start a career in wealth management, we would love to hear from you. Apply now to join our client's team and take the first step towards a successful career in the financial industry.
To Apply: Please send your CV and a brief cover letter to Alice Wright at
For more information about this role, please contact us at GTS Banking and Finance