2023/2024 GRADUATES - City of London-hybrid working - c 28/30k

Posted 13 June by Financial Divisions
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2023/2024 GRADUATES ( 6/12 months IFA Admin-wealth management experience required)

City of London-hybrid working

c 28/30k , 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 at Financial Divisions

Reference: 52859520

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