Full job descriptionA boutique, independent Wealth Management firm in the City is seeking an ambitious Graduate who is eager to build a long-term career in financial planning and wealth management.
This is an entry-level position offering a clear, structured development pathway. You will begin in Adviser Support, gaining hands-on experience across pensions, investments, and protection, while working closely with Advisers who support a high-net-worth client base. Responsibilities will range from LOA’s, dealing with 3rd party providers, onboarding new business and ensuring all documents comply with FCA regulation. You will also prepare client meeting documentation, using FE Analytics. Responsibilities will increase over time and as your knowledge and skills grow.
The firm is fully committed to your professional growth. You will receive comprehensive study support to achieve the Level 4 Diploma, ongoing mentoring, and the opportunity to progress into a Trainee Paraplanner role as your skills develop. This is a great opportunity to be part of a close-knit team, that is fully invested to supporting your development in an entry level role. You must have excellent communications skills, and the confidence to liaise with internal and external stakeholders.
If you are looking to carve out a career in Wealth Management/Financial Planning, have a great eye for attentional to detail and willing to start at the bottom and work your way up in the traditional fashion in an IFA structure, please do respond ASAP as these roles don’t come about that often. If you have an internship/work experience in Wealth Management or similar, this would be advantageous.
My client is looking for someone who is motivated, detail-driven, and ready to start at the foundation level with a firm that invests heavily in training and career progression, please send your CV to Ursula at Financial Divisions