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Graduate Wealth Manager

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Market Harborough, Leicestershire, United Kingdom Sovereign Wealth Full time

We are a dynamic and forward-thinking wealth management firm, Sovereign Wealth, that offers comprehensive financial advice to both individuals and businesses. This is a fantastic opportunity for an ambitious individual or graduate to join our team as a Trainee Wealth Manager. We are dedicated to investing significant time in your training and development, guiding you toward becoming a qualified paraplanner or advisor/wealth manager.

Key Responsibilities:
  • Handle client enquiries in a timely and professional manner.
  • Prepare review documents, including bespoke illustrations and valuations.
  • Conduct detailed investment analysis, assessing performance and cost.
Requirements:
  • Highly computer literate with excellent knowledge of Microsoft Office products (Word, Excel, Outlook).
  • Experience in administration or as a financial administrator.
  • Preferably, experience in finance or an analytical role.
Benefits:
  • Competitive salary.
  • Bonus structure.
  • Modern, new office space with on-site parking.
  • Pension scheme.
  • Full support for obtaining the CII Level 4 Diploma in Regulated Financial Planning.

We are committed to providing a supportive and dynamic work environment that fosters growth and development. If you're ready to advance your career in a rapidly growing wealth management firm, apply today to take the first step in your journey with Sovereign Wealth.