Wealth Management Career Starter

2 weeks ago


London, Greater London, United Kingdom Click and Connect Online Limited Full time

Our esteemed client, Click and Connect Online Limited, is seeking a highly motivated Trainee Wealth Manager to join their dynamic team. As a newly qualified professional, you will have the opportunity to progress and develop your skills in the exciting field of wealth management.

This role offers a unique chance for career growth, particularly in the offshore market. You will be entrusted with a portfolio of clients and responsible for maintaining and enhancing client satisfaction.

Role Overview

The Trainee Wealth Manager will primarily assist with client services, supporting senior wealth managers in managing client portfolios. Key responsibilities include:

  1. Providing comprehensive support to senior wealth managers in managing client portfolios.
  2. Engaging with clients to understand their financial goals and assisting in developing strategies to achieve them.
  3. Maintaining up-to-date knowledge of regulatory standards and ensuring compliance.
Qualifications and Skills

To succeed in this role, candidates must be on the path to or have completed Level 4 qualifications. A strong interest in financial markets and personal financial planning is essential, as well as excellent communication and interpersonal skills.

Salary and Benefits

A competitive starting salary of £24,000 per annum, negotiable based on experience and qualifications, is offered. In addition, there is the potential to earn commission based on performance, providing a lucrative incentive for hardworking individuals.

Becoming Part of Our Team

By joining our client, you will become part of a diverse and inclusive work environment that values transparency and integrity in managing client investments. With hands-on experience and structured progression, you can accelerate your career growth towards becoming a Full Wealth Manager.

Application Process

If you are ambitious, driven, and ready to take the next step in your wealth management career, we invite you to submit your application. Please provide your CV and cover letter, outlining your suitability for the role and your career aspirations.



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