Graduate Associate Wealth Manager

Graduate Associate Wealth Manager

Department: Wealth Management

Location: London office - flexible working (minimum 3 days in the office per week)

Salary: £30,000 - £40,000

Start date: October 2022

Purpose of role

To assist the Wealth Management team and gain the training, expertise, and experience needed for a prosperous career in financial services.

Duties and responsibilities

  • 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.

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

Characteristics and qualities

  • Strong written and oral communication skills
  • Well presented
  • Positive energy
  • Highly empathetic and strong listening skills
  • A natural affinity for relationships
  • Well organised with strong time management skills
  • Strong attention to detail
  • We are an equal opportunities employer and welcome candidates from all different backgrounds, gender, sexual orientation and race.