Wealth Management Graduate

5 months ago

Newcastle upon Tyne, United Kingdom Azets Full time

**Why join Azets?**
At Azets people are at the core of what we do, with trainees being the first important building block in our success. We are extremely proud of and value the expertise and technical know-how within our business, but we equally understand the importance of enhancing and sharing this knowledge to continuously develop our future workforce.

With the everchanging economic landscape and advances in technology, there has never been a more exciting time to start a career in accountancy. Whether a school/college leaver, a graduate or simply looking for a career change, why not start your journey here at Azets?

We are committed to offering development opportunities to all of our staff, from Entry Level Trainee through to Senior Partner. As a trainee, all of our roles will provide a professional qualification specific to the business area you will be working in.

**About the role**
As part of your role as a Wealth Management Graduate you will support advisers and other team members in serving existing clients by maintaining high standards in the delivery and implementation of financial planning advice.

Tasks may include but are not limited to:

- Preparing suitability reports.
- Preparing summary of recommendations for processing team.
- Ensuring all recommendations meet with company standards.
- Assisting the support team and compliance department when required.
- Learning and maintaining a detailed understanding of firm centralised investment proposition and relevant internal procedures.
- Ensuring client records are maintained and information is correctly recorded on back-office system.
- Interpretating of data & data led decision making.
- Supporting in creation of marketing collateral.
- Supporting with internal process documentation and cataloguing.
- Supporting with compliance and Consumer duty.
- Supporting with continuous Improvement initiatives.

To find out more about what a career in Wealth Management might look like click here.

**Qualification**
We have created a first-class training and development programme and, by starting your career at Azets, in addition to the comprehensive on the job training, you will also be given all the support you need to complete a professional qualification, including college and/or study days, mentoring and a designated buddy.

For further information on this pathway click here.

**Application Requirements** To get the job that you’ll love** you will have**:

- You will need the right to work in the UK from your start date.
- On track to achieve or have already achieved a minimum 2:1 in your undergraduate degree (or 2:2 if you can provide evidence of extenuating circumstances

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.

**Benefits**
At Azets, 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.

Job Reference: EC00653

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