Our client is a well-established and highly respected Chartered Financial Planning firm, a niche and truly independent Wealth Management practice that prides itself on long term client relationships, providing a high calibre investment, pensions, and risk advice to discerning clients across London and the South-East. In view of increased demand for their services they are looking to add to their team with the recruitment of a recent (ideally 2021) Graduate trainee to bolster their client services support.
As a Graduate trainee you will be trained and supported to learn all aspects of private client wealth management/IFA administration and client services to support the Firm's high net-worth (HNW) and ultra high net worth (UHNW) clients. This will involve extensive client communication, both written and by telephone and will include the accurate administration and production of all client related documentation and information.
Whilst no previous experience is essential for this role, you will ideally be a 2021 Graduate from a high ranking University and most importantly a genuine interest in developing a long term career in Private Client Wealth Management/Independent Financial Advice.
Any relevant internship or placement experience is highly advantageous and in view of the client facing aspect of the role, you will possess excellent communication and presentation skills and a professional client services outlook.
Highly competent systems skills, including MS Word and Excel is essential as is solid numeracy skills and finally a responsible and flexible attitude to work is required.
This position represents an excellent opportunity for an ambitious graduate with a passion for Financial Services to launch a long term career within a sector that provides a long term, stable career opportunity. Whilst this is an entry level position the firm is committed to supporting and training the successful individual to move into a more challenging role as their career progresses.
If this is opportunity is of interest, please contact Jim Maddison