Wealth Planning Career Starter Programme
4 weeks ago
Programme Overview
We are seeking a talented and ambitious individual to join our Wealth Planning team as a School Leaver. This is a fantastic opportunity to kick-start your career in financial services and develop the skills and knowledge needed to become a Chartered Financial Planner.
The programme is designed to provide a structured and supportive environment, allowing you to gain invaluable practical experience and develop your skills in a client-facing role. You will work closely with experienced professionals and have access to training and development opportunities to help you achieve your career goals.
Client Service Executive Role
As a Client Service Executive, you will be responsible for ensuring client on-boarding and ongoing service queries are managed efficiently and in a timely manner. This will involve accurate and timely client data entry, ongoing client communication, and preparing meeting packs and valuations for client appointments.
Paraplanner Role
As a Paraplanner, you will support Advisers in the advice giving process by producing suitability reports, product research, and technical analysis. This will involve discussing client objectives with Advisers, identifying shortfalls in client information, and undertaking financial analysis to produce financial reports.
Requirements
We are looking for a motivated and enthusiastic individual who is keen to learn and develop their skills in financial services. You will need to have strong communication and interpersonal skills, excellent time-management and organisational skills, and a willingness to learn and take on new challenges.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for career development and progression. You will also have access to training and development opportunities, including financial support for exam costs and training workshops.
How to Apply
If you are a final year student or recent graduate with a keen interest in financial services, we would love to hear from you. Please submit your application, including your CV and a cover letter, to our Talent Acquisition team.
-
Wealth Planning Career Starter Programme
4 weeks ago
London, Greater London, United Kingdom Close Brothers Group Full timeProgramme OverviewWe are seeking a talented and ambitious individual to join our Wealth Planning team as a School Leaver. This is a fantastic opportunity to kick-start your career in financial services and develop the skills and knowledge needed to become a Chartered Financial Planner.The programme is designed to provide a structured and supportive...
-
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
-
Wealth Management Professional
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...
-
Career Advancement in Wealth Management
2 days ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time**Job Title:** Financial AdviserAbout Us:Enver Wealth Management Ltd. is a reputable firm that has established itself as a trusted adviser to clients, particularly those in the online influencer space. Founded by Ed Enver in 2014, we have grown into one of SJP's most successful and fastest growing businesses.Salary: We offer both an employed and...
-
Wealth Management Associate
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...
-
Wealth Planning Manager
5 hours ago
London, Greater London, United Kingdom Tate Recruitment Full timeJob TitleWe are seeking an experienced Wealth Planning Manager to join our team at Tate Recruitment. This is a fantastic opportunity for someone to take their career to the next level in the wealth planning sector.Job SummaryThe successful candidate will be responsible for developing and implementing wealth planning strategies for high net worth individuals...
-
Safety Career Starter
2 days ago
London, Greater London, United Kingdom Career Change Full timeCareer Development OpportunitiesAt Career Change, we offer a comprehensive training programme that covers the fundamentals of health and safety, including NEBOSH certification. Upon successful completion of the programme, you will be placed in an entry-level health and safety role, where you will have the opportunity to progress your career and earn a...
-
Financial Planning Assistant
2 days ago
London, Greater London, United Kingdom targetjobs Hired Full timeCompany OverviewOur client's financial planning-led investment management firm was founded in 2008, offering a more personal experience compared to big wealth management companies. With 410 million pounds in assets under management, the company is privately owned and based in central London.
-
Business Analyst
1 month ago
London, Greater London, United Kingdom Titan Wealth Holdings Full timeAbout usThe Titan Wealth Group provides a broad range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, Titan is an active acquirer of UK-based...
-
IT Career Starter
3 weeks ago
London, Greater London, United Kingdom Career Change Full timeAre you looking to start a new career in IT? Career Change is recruiting for companies who are seeking skilled IT technicians. No prior experience is necessary, as comprehensive training will be provided. This package is designed to be flexible, allowing you to complete it at your own pace, whether you are working full-time, part-time, or unemployed.The...
-
Wealth Business Analyst
4 weeks ago
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeAbout UsThe Titan Wealth Group provides a comprehensive range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, we actively acquire UK-based asset...
-
Wealth Operations Analyst
2 days ago
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeAbout Titan Wealth Holdings LimitedThe company's strategy is to provide modular, incremental services to its clients, allowing them to adjust their business models as needed. This includes financial planning, investment management, platform, trading, settlement and custody services.Clients receive custody services, clearing and settlement services, and trade...
-
Career Starter in Website Administration
2 days ago
London, Greater London, United Kingdom ITonlinelearning Full timeCareer Starter in Website AdministrationWe are looking for a Career Starter in Website Administration to join our team at ITonlinelearning.About the Role:This is an excellent opportunity for individuals who want to progress a career in website administration. Our training and placement programme will equip you with industry-recognised certifications and...
-
Wealth Management Trainee
2 days ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
-
IT and Cybersecurity Career Starter
2 days ago
London, Greater London, United Kingdom ITonlinelearning Full timeAbout Our ProgrammeITonlinelearning's IT and Cybersecurity Career Starter programme is designed to provide individuals with the skills and knowledge needed to succeed in the IT and cybersecurity industry. This comprehensive programme includes hands-on training, industry-recognized certifications, and ongoing support from expert tutors and mentors.Salary: The...
-
Wealth Management Specialist
2 days ago
London, Greater London, United Kingdom Nova Wealth Full timeUnlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...
-
Cyber Security Career Starter
3 weeks ago
London, Greater London, United Kingdom Career Change Full timeWe are recruiting for a Cyber Security Traineeship at Career Change. This is a great opportunity to start a rewarding career in IT and gain a real career ladder to climb.Programme OverviewThis 4-step programme includes:Step 1: Online Training - Complete a selection of professional, accredited and industry recognised IT Support courses by CompTIA, Microsoft...
-
Business Analyst Career Starter
4 weeks ago
London, Greater London, United Kingdom ITonlinelearning Full time £100,000Business Analyst Career StarterWe are seeking a highly motivated and analytical individual to join our Business Analyst Career Starter programme. As a Business Analyst, you will play a crucial role in helping organisations improve their efficiency and effectiveness by identifying and solving business problems.Key Responsibilities:Analysing business processes...
-
Wealth Management Professional
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeYour Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...
-
National Wealth Fund Executive
2 days ago
London, Greater London, United Kingdom National Wealth Fund Full timeAbout the RoleThe National Wealth Fund is seeking an experienced National Wealth Fund Executive to join its Banking and Investments Team. This role will focus on executing complex, bespoke infrastructure transactions providing equity, debt or guarantees. The ideal candidate will have demonstrable experience in infrastructure or other complex financing or...