Wonderful opportunity for a talented individual with recent A Levels/Degree ( Maths, Economics, Business Administration, Finance) looking to join a fast-growing wealth management firm in Stockport. My Client is a highly successful and rapidly growing independent firm of Advisers with an excellent reputation and would like to offer this role to an individual looking to carve their career within wealth management
Opportunity Highlights
- * Exciting opening to join a small friendly team focussing on the Annual review process
- * The aim of the role is to support the Advice Team with the delivery of the financial planning and advice process.
- * Your role will involve working with Private Clients preparing all documentation pre and post Adviser meetings
- * Will suit either a Graduate or A Level candidate with evidence of office experience ideally within wealth management Financial Services
- * Amazing benefits package and very competitive starting salary
- * Opportunity to study for the CII Level 4 Diploma ( RO exams)
- * Great mentoring programme working with likeminded people.
- * Excellent benefits package includes extensive holidays, bonuses, Christmas closure, excellent pension and lots more