Trainee Wealth Manager

2 weeks ago

London, United Kingdom Samuel and Co Trading Full time

Trainee Wealth Manager
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. 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.

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.

A strong interest in financial markets and investment management.
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.
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.
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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