Full job description*Graduate or School Leaver seeking first role in wealth management
*Wealth Management Firm working with HNW & UHNW clients
*Woking offices (Surrey)
*Full training, induction and study support
*£25k - £30k basic salary plus benefits and bonuses
My client are a Chartered independent wealth planning firm with offices in Woking who I have met and placed 10 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 1000 families with assets ranging from £200k - £20m. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years.
The Managing Director is creating a brand-new role for a recent Graduate or School Leaver who wants to take their first steps into the wealth management sector. My client will consider a non-graduate who is smart and has some basic work experience with some interesting hobbies away from work. A good attitude, a willingness to learn and the desire to get stuck in is vital for this role. You must want to move into financial services and want to study towards the industry exams.
If this role sounds of interest or you have a son/daughter/relative who wants to step into financial advice - please get in touch.