Wealth Management Graduate
3 weeks ago
Are you a professional and driven Graduate seeking a career within the Wealth Management industry?
Our client combines cutting-edge technology with expert financial advice to provide tailored wealth management services. The company aims to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term goals.
Our highly regarded client offers a comprehensive range of wealth management services, including investment portfolio management, retirement planning, tax-efficient solutions, and financial advice. The company focuses on understanding clients' unique circumstances and designing strategies that align with their financial objectives. By leveraging their deep industry knowledge and utilizing advanced technology, our client strives to deliver superior investment outcomes for its clients
This business has roughly 50 staff at present and has been going for just over three years. Our client has ambitious growth plans and has a very different ethos to that of a normal financial planning firm.
Our client is a unique business which provides financial advice to HNW clients. As a business they pride themselves on their ethical approach to financial planning as well as designing and implementing new technology within the financial advice remit.
The business seeks at present to recruit for an individual to join the team and it would suit either a graduate, or an ambitious young industry professional who feels that technology is the future within Wealth Management.
This is an exceptionally rare opportunity to join an innovative and market leading fintech business where you can create a dynamic and enjoyable career. The role will be within a support capacity initially, but you will be offered opportunities for progression into advice or more technical roles after two years, should you wish. There will also be opportunities within other departments of the business too.
Innovation and Technology:
As a fintech business, our client embraces technological advancements to enhance its services. The company leverages sophisticated algorithms and data-driven insights to inform investment decisions and optimise portfolios. By combining the power of automation with human expertise, this firm aims to provide efficient and personalized solutions that adapt to clients' evolving needs.
Company Culture:
Our client fosters a collaborative and inclusive work culture, emphasizing diversity and equal opportunities. The company values creativity, innovation, and continuous learning, creating an environment where employees can thrive and contribute to the company's growth. This business encourages a supportive and dynamic atmosphere, where individuals are empowered to make a positive impact and drive positive change within the wealth management industry.
Client Focus:
Our client places a strong emphasis on understanding and prioritizing its clients' needs. By building long-term relationships based on trust and transparency, the company aims to deliver exceptional client experiences. They recognise that every client is unique, and therefore, their investment strategies should be tailored accordingly. The company's client-centric approach ensures that clients receive personalized advice and solutions aligned with their specific financial goals.
**The Package**
- Base salary to £34,000
- Annual bonus
- 27 days holiday
- 6% pension
- Flexible working - long term expectation to work 2 days a week from home
- Paid for exams and training
- Income Protection
- Private Medical Insurance
- 4x Death In Service
- Headspace mental wellness app
- Shiny new MacBook Air + screen if needed for at home
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