Wealth Management Graduate

7 months ago

Glasgow, United Kingdom Azets Full time

**About us**
At Azets, people lie at the heart of what we do. Collaboration and sharing empowers us all to achieve our purpose of making our colleagues, clients and communities lives better every day.

Azets Wealth Management is a sister company of Azets and is an industry leading firm committed to providing top-tier financial services to our clients. We believe in nurturing and developing emerging talent, and our Graduate Trainee Scheme is designed to do just that.

**The role**
This three-year program offers a unique opportunity for graduates to explore all aspects of our business, while completing the CII Level 4 Diploma in regulated financial planning. The scheme is designed to help you discover your strengths and interests, ensuring a successful and fulfilling career in wealth management.

**Key accountabilities**
As a Graduate Trainee, you will rotate through various departments within our organisation, gaining hands-on experience and exposure to the following areas:
**Administration**:

- Support administrative tasks, including client record management, document processing, and office operations.
- Learn about the critical backbone of our business and how efficiency in administration supports client success.

**Paraplanning**:

- Assist in preparing client reports, financial plans, and investment strategies.
- Work with experienced paraplanners to understand the technical aspects of wealth management.

**Client Services**:

- Engage with clients, both in-person and via correspondence, to address inquiries and provide exceptional service.
- Develop the essential interpersonal skills required for building lasting client relationships.

**Trainee Advising**:

- Shadow experienced advisors in client meetings and observe the advisory process.
- Assist in conducting financial assessments, risk analysis, and developing investment recommendations.
- Participate in client interactions and gradually take on advisory responsibilities.

**Compliance**:

- Gain insights into compliance processes and regulatory requirements in the financial industry.
- Understand the importance of adhering to industry regulations to protect clients' interests.

**Employee Benefits**:

- Explore the world of employee benefits, including group pension schemes, group risk products, and healthcare.
- Learn to tailor benefit solutions to meet corporate client needs.

**Project Management**:

- Participate in project management tasks, working on initiatives to improve operational efficiency.
- Develop skills in organization, planning, and problem-solving.

**Skills & experience**
- Have achieved a minimum C in English and Maths GCSE (or equivalent)
- Be on track to achieve or have already achieved a minimum 96 UCAS points
- Be on track to achieve or have already achieved a minimum 2:2 in your undergraduate degree
- Strong analytical and communication skills.
- A keen interest in the financial services industry and a desire to pursue a career in wealth management.
- A commitment to professional growth and learning throughout the program.
- Need the right to work in the UK

For us, the personal attributes of each of our employees are what makes us authentic in the marketplace. We look for people who can collaborate with peers but can also bring their own voice to the table. We want people who are dynamic in their approach and respectful of other people’s opinions. We are looking for someone who wants to be more than just a team member, but who wants to join a family of likeminded individuals.

**Other** What we offer**:

- A structured three-year program designed to help you explore your strengths and interests.
- Hands-on experience in various departments of our business.
- Mentorship and guidance from experienced professionals.
- The opportunity to complete the CII Level 4 Diploma in regulated financial planning.
- A dynamic and collaborative work environment.
- A chance to shape your future and make a positive impact on our clients' financial well-being.

**Benefits**:
At Azets Wealth Management, we understand that whilst job satisfaction and success is important, you should be rewarded for the work you do.

Our benefits include 23 days of annual leave (plus bank holidays), Agile & Flexible working, Employee referral bonuses, Lead incentive schemes and much more. You can find out more about how we reward our staff here.

**Career Development**:
At the end of the program, we will work with you to identify your strengths and preferences, helping you find the most suitable career path within our organization. This graduate scheme is a launching pad for a successful career in wealth management.

Join us in this exciting journey, and let's build a prosperous future together.

Job Reference: EC00983

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