Dynamic Financial Professional

2 weeks ago


London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full time
Job Summary

A career-defining opportunity has arisen for a skilled Trainee Wealth Manager to join our esteemed client, an independent financial services firm. This role offers the ideal platform for growth within the dynamic field of financial advising.

About the Role

As a key member of the team, you will assist senior advisors in managing client portfolios, engaging with clients to understand their financial goals, and ensuring compliance with regulatory standards. Your exceptional communication and interpersonal skills will be instrumental in maintaining and enhancing client satisfaction.

Key Responsibilities
  • Provide comprehensive support to senior advisors in managing client portfolios.
  • Engage with clients to understand their financial goals and develop strategies to achieve them.
  • Maintain up-to-date knowledge of the financial market and ensure compliance with regulatory standards.
Requirements
  • Candidates must be on the path to or have completed Level 4 qualifications.
  • A strong interest in financial markets and personal financial planning.
  • Excellent communication and interpersonal skills.
Benefits

A competitive starting salary of £24,000 per annum, negotiable based on experience and qualifications. The role also offers the potential to earn commission based on performance.

This is an excellent opportunity to accelerate your career growth with hands-on experience and structured progression towards becoming a Full Advisor.



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