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Trainee Wealth Manager
4 weeks ago
Type of Position: Trainee Wealth Manager - Cheshire
Trainee Wealth Manager - Cheshire
Our client is looking to welcome a Trainee Wealth Manager into their team in Cheshire, to advise clients as appropriate to their circumstances and objectives.
Making sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment proposition
Maintaining all standards of performance as required by the firm
T&C, complaints, financial crime, anti-money laundering, anti-bribery, data security, data protection, conflicts of interest, inducements, record keeping, best execution etc.
Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules / FCA Statements of Principle &
Keeping up to date with relevant regulatory, product, legislative and technical requirements
Making sure all client records are retained in line with the firm’s Data security / data protection / record keeping policy
Previous experience within financial services
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