Associate Graduate Wealth Manager

Associate Graduate Wealth Manager

Office: London

Department: Wealth Management

Salary: £30-40k

Start Date: January 2023

Looking for a wealth management graduate scheme?

We are looking for a hardworking, charismatic graduate to join our ever-growing team and gain the training, expertise and experience needed for a prosperous career in financial services.

A bit about us...

We are a small, independent wealth management firm owned entirely by our staff. We provide inspirational financial planning solutions underpinned by excellent investment strategies to high-net-worth individuals. Our fun, close-knit team is committed to making a difference in the industry and in the world. We champion a progressive, supportive and inspiring environment that empowers our colleagues to thrive both personally and professionally.

What does the role look like? You will...

  • Assist the wealth managers by taking notes at meetings, writing reports, and inputting data into our platforms.
  • Manage relationships with clients, attend meetings, and develop your client interaction and management skills.
  • Gain an understanding of FCA legislation and compliance requirements.
  • Develop your technical knowledge, take professional qualifications, and advance your overall understanding of the Wealth Management market.
  • Pass financial planning assessments R01 – R06.

Culture is so important to us. Our ideal candidate has these characteristics and qualities:

  • A positive energy
  • Strong attention to detail
  • Highly empathetic and strong listening skills
  • Well-presented
  • A natural affinity for relationships
  • Well-organised with strong time management skills

Required qualifications:

  • Minimum 2:1 Bachelor’s Degree
  • 3 A-Levels awarded B or above
  • GCSE English and Mathematics at a minimum grade of 6 (or equivalent)

Knowledge and preferred skills:

  • Slack
  • Notion
  • Zoom
  • Microsoft Office
  • An interest in the financial sector and wealth management industry

Benefits:

  • Full induction programme
  • 25 days holiday (+1 day for your birthday)
  • Private health care
  • Working from home two days per week

If you like the sound of joining our amazing team, please send your CV, cover letter and a short video introducing yourself and why you want to work for IQ to lisa.ryall@investmentquorum.com.

We are an equal opportunities employer and welcome candidates from all different backgrounds, gender, sexual orientation and race.