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Wealth Support School/college Leaver, Kendal
3 months ago
About us
At Azets people are at the core of what we do, with trainees being the first important building block in our success.
We are extremely proud of and value the expertise and technical know-how within our business, but we equally understand the importance of enhancing and sharing this knowledge to continuously develop our future workforce.
With the everchanging economic landscape and advances in technology, there has never been a more exciting time to start a career in accountancy.
We are committed to offering development opportunities to all of our staff, from Entry Level Trainee through to Senior Partner.
As a trainee, all of our roles will provide a professional qualification specific to the business area you will be working in.
The role
As part of your role as a Wealth Support School/College Leaver you will support advisers and other team members in serving existing clients by maintaining high standards in the delivery and implementation of financial planning advice.
Tasks may include but are not limited to:
- To assist the support team and compliance department
- Discuss any cases that are not clear with your line manager or compliance manager
- Assisting and actioning post, organising diaries and booking client and internal meetings
- Answering and making telephone calls to clients and providers
- Sending off and chasing up on information with regards to Letters of Authority and adding to back office system
Key accountabilities
We have created a first-class training and development programme and, by starting your career at Azets, in addition to the comprehensive on the job training, you will also be given all the support you need to complete a professional qualification, including college and/or study days, mentoring and a designated buddy.
Skills & experience To get the job that you'll love
you will have:
- You will need the right to work in the UK from your start date.
- On track to achieve or have already achieved a minimum 96+ UCAS points.
We are looking for someone who wants to be more than just a team member, but who wants to join a family of likeminded individuals.
Other
At Azets, we understand that whilst job satisfaction and success is important, you should be rewarded for the work you do.
Our benefits include 23 days of annual leave (plus bank holidays), Agile & Flexible working, Employee referral bonuses, Lead incentive schemes and much more.
Job Reference:
EC00686
