Graduate Trainee Wealth Management Specialist

£24000 per annum
15 Sep 2017
13 Oct 2017
Recruitment Genius Ltd
Contract Type
Full Time
This company provides an unrivalled, comprehensive, wealth management service to their private clients, and prides itself on selecting the best possible colleagues and investing heavily in their training and personal development.

They now have an opportunity for a highly ambitious graduate to train with them for a career as a Graduate Trainee Wealth Management Specialist. Wealth management combines thorough tax and financial planning with expert investment portfolio management.

The successful candidate will join their long established four-year graduate training programme, and will initially work under the direct supervision of one of the firm's directors. In the early stages the duties of the Graduate Trainee Wealth Management Specialist will be predominately administrative in nature with the candidate becoming increasingly involved in the advice and investment process as their knowledge and experience develops. The successful candidate will be provided with full support and assistance in gaining the relevant professional qualifications.

Having gained their Diploma in Regulated Financial Planning, in years three and four the Graduate Trainee Financial Adviser will become actively involved in client meetings and the provision of advice under supervision. As their experience and knowledge grows they can expect to be advising clients whose investment and financial planning requirements are progressively more sophisticated.

The four year programme will begin on Monday 30th July 2018. The training will be structured to address the needs of the successful applicant and regular reviews will take place to highlight their specific development and training requirements.

This position offers an outstanding opportunity and the successful candidate can expect to reap the rewards of what is a very fulfilling and lucrative career in financial services.

There is a very competitive basic salary of £24,000 p.a. plus regular six-monthly bonuses.

Selected applicants will be expected to complete an on-line assessment via the company's application portal which should take approximately 30 minutes. If you feel that this is the right challenge for you, please click the link to complete the application no later than Sunday 12th November 2017.

The first round of interviews will commence the week beginning 13th November 2017 and successful candidates will be asked to return for a second interview and an assessment from the week beginning 27th November 2017. Final interviews are expected to take place in the week beginning 4th December when candidates will be required to research a topic which they will present to the company's directors.