Current jobs related to Trainee Wealth Manager - City of London Greater London - Samuel and Co Trading

  • Trainee - Wealth Management

    4 months ago

    London, United Kingdom Morrinson Wealth Management Full time

    **BACKGROUND** Morrinson Wealth is a thriving wealth management practice in the City of London. **OVERALL JOB PURPOSE** * **PERSON SPECIFICATION** - **Recent Graduate**: - Highly motivated, driven and commercial - Experience within financial services preferable but not essential - IT proficient including Office 365 **OFFICE LOCATION** We are working...

  • Associate Wealth Manager

    4 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    4 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    4 months ago

    Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Wealth Management Trainee

    6 days ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    {"h1": "Associate Wealth Manager - London", "p": "We are seeking a highly motivated and organized individual to join our team as a Trainee Associate Wealth Manager. This role offers an excellent opportunity to develop a career in wealth management and become a fully qualified Wealth Manager.Key Responsibilities:* Attend client meetings with wealth managers*...

  • Wealth Management Trainee

    6 days ago

    London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    {"h1": "Associate Wealth Manager - London", "p": "We are seeking a highly motivated and organized individual to join our team as a Trainee Associate Wealth Manager. This role offers an excellent opportunity to develop a career in wealth management and become a fully qualified Wealth Manager.Key Responsibilities:* Attend client meetings with wealth managers*...

  • Financial Adviser Trainee

    3 days ago

    London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Trainee Financial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will have the opportunity to develop your skills and knowledge in the financial services industry, working closely with our experienced team of advisers.About Enver Wealth...

  • Financial Adviser Trainee

    3 days ago

    London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Trainee Financial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Adviser. As a Trainee Financial Adviser, you will have the opportunity to develop your skills and knowledge in the financial services industry, working closely with our experienced team of advisers.About Enver Wealth...

  • Trainee Financial Adviser

    2 weeks ago

    London, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial AdviserIs this your next job Read the full description below to find out, and do not hesitate to make an application.Location: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful...

  • Trainee Financial Adviser

    4 weeks ago

    London, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial AdviserLocation: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

  • Trainee Financial Adviser

    4 weeks ago

    London,, UK, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial AdviserLocation: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

  • Trainee Financial Adviser

    2 weeks ago

    London, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial AdviserPlease make an application promptly if you are a good match for this role due to high levels of interest.Location: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and...

  • Trainee Financial Adviser

    9 hours ago

    london, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial Adviser Location: Kingsway – (Covent Garden/Holborn) Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

  • Trainee Financial Adviser

    2 weeks ago

    London, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial AdviserPlease make an application promptly if you are a good match for this role due to high levels of interest.Location: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and...

  • Trainee Financial Adviser

    3 weeks ago

    London, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial Adviser Location: Kingsway – (Covent Garden/Holborn) Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

  • Trainee Financial Adviser

    1 month ago

    London, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial AdviserLocation: Kingsway – (Covent Garden/Holborn)Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

  • Trainee Financial Adviser

    4 weeks ago

    London, United Kingdom Enver Wealth Management Ltd. Full time

    Job title - Trainee Financial Adviser Location: Kingsway – (Covent Garden/Holborn) Enver Wealth Management are looking for Trainee Financial Adviser to join their team in Kingsway, London. Enver Wealth Management are one of SJP’s most successful and fastest growing businesses. Founded by Ed Enver in 2014, Ed went through the St James’s Place Adviser...

  • Wealth Management Professional

    1 week ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...

  • Wealth Management Professional

    1 week ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will play a key role in providing exceptional client service and building strong relationships with our high net worth clients.Key ResponsibilitiesProvide personalized wealth management advice and guidance to...

Trainee Wealth Manager

4 months ago

City of London Greater 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.