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Trainee Wealth Manager

1 month ago

London, United Kingdom Samuel and Co Trading Full time

Job Specification: Trainee Wealth Manager


All potential applicants are encouraged to scroll through and read the complete job description before applying.

Company: Samuel and Co Trading

Location: London United Kingdom

Position: Trainee Wealth Manager

About Us: Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading. Our Ofqual-regulated diploma is designed to equip candidates with the skills and knowledge required to excel in the financial services sector. Upon completion of the diploma, we work closely with our recruitment partners to help secure rewarding positions for our candidates in the financial industry.

Job Overview: Our client is currently recruiting a Trainee Wealth Manager. We can assist you with putting your name forward for this role. If you are not yet qualified for the position, we can help you achieve a Level 5 or Level 7 Diploma in Financial Trading. This role offers a unique opportunity to transition into the financial services sector while continuing to work in your current job. Our comprehensive Level 5 Diploma in Financial Trading, delivered through recorded lectures over 12 months, allows you to upskill at your own pace.

Key Responsibilities:

  • Hold or complete the Level 5 Diploma in Financial Trading within 12 months.
  • Learn and understand financial markets, investment strategies, and wealth management principles.
  • Conduct market research and analyze financial data to inform investment decisions.
  • Communicate with clients to understand their financial goals.
  • Monitor and report on the performance of investment portfolios.
  • Stay updated with the latest financial trends, market conditions, and regulatory changes.

Requirements:

  • A strong interest in financial markets and investment management.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal abilities.
  • Ability to work independently and manage time effectively.
  • Commitment to either holding or completing the Level 5 Diploma in Financial Trading.
  • Previous experience in finance or a related field is advantageous but not essential.

What We Offer:

  • Assistance with achieving a Level 5 Diploma in Financial Trading if you do not already hold financial market qualifications.
  • A flexible learning schedule with recorded lectures.
  • Support from experienced professionals and mentors.
  • The opportunity to transition into a new career without leaving your current job.
  • Assistance with job placement through our recruitment partners.
  • Competitive salary and benefits package upon securing a trainee wealth manager role.

How to Apply: If you are ready to take the next step in your career and join a dynamic and growing field, please submit your resume and a cover letter outlining your interest in the Trainee Wealth Manager role and your commitment to completing the Level 5 Diploma in Financial Trading or having equivalent financial markets qualifications.

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