Trainee Wealth Manager
Location: Taplow, Maidenhead
Salary: Highly Competitive
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a bright and motivated Trainee Wealth Manager to join a fast-paced St James’s Place Practice, working closely with the Partner and offering support as required. You will be employed by this Practice.
The Role: Trainee Wealth Manager
Working on a two-year development programme to become a qualified Wealth Manager. You will start initially working in the office dealing with client enquiries and helping the existing Wealth Managers provide reports and information for client meetings.
As experience is gained within the financial industry environment, and with exam progression, you will begin work on cash flow forecasting and investment analysis.
During the training programme for the role of Wealth Manager, you will have the opportunity to shadow client meetings, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS and conducting your own face to face meetings after two years within the role.
The Person: Trainee Wealth Manager
This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a ’can do’ working style.
*You will be a recent graduate or looking to start your career after A-levels ideally with a qualification in Business, Economics, Finance or a similarly related subject would be beneficial although not essential for the right candidate.
*Importantly, you are committed to a career in Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be advising clients.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £220.0bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green ’apply to this job’ at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.