Wealth Planning Career Starter Programme

4 weeks ago


London, Greater London, United Kingdom Close Brothers Group Full time

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.



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