Location: Westminster, London

About Us:

We are a leading wealth management firm dedicated to providing exceptional financial planning and investment management services. With offices all over the UK, our Westminster, London office is at the heart of the UK's financial district, offering a dynamic and stimulating environment for professional growth.

Position Overview:

We are seeking a motivated and ambitious Graduate Wealth Management Associate to join our team in Westminster, London. This role is ideal for recent graduates who are passionate about finance and wealth management and are eager to start their career with a top-tier firm.

Key Responsibilities:

Assist senior wealth managers in developing and implementing comprehensive financial plans for clients.

Conduct research and analysis on various investment opportunities, market trends, and financial products.

Prepare and review client reports, investment proposals, and portfolio performance summaries.

Support client meetings by gathering necessary information, taking notes, and following up on action items.

Maintain up-to-date knowledge of financial regulations, market conditions, and best practices in wealth management.

Collaborate with different departments, including compliance, operations, and marketing, to ensure seamless service delivery.

Participate in training programmes and professional development opportunities to enhance knowledge and skills in wealth management.

Qualifications:

• Recent graduate with a degree in Finance, Economics, Business, or a related field.

• Strong analytical skills and attention to detail.

• Excellent communication and interpersonal skills

• CPD certificates in regulations are a great advantage.

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).

• Ability to work effectively in a team-oriented environment.

• Demonstrated interest in financial markets and investment strategies.

• Relevant internships or work experience in finance or wealth management is a plus.

Benefits:

• Competitive salary and performance-based bonuses.

• Comprehensive benefits package, including health insurance, pension scheme, and paid time off.

• Opportunity for career advancement and professional growth within the company.

• Access to ongoing training and development programmes.

• Collaborative and inclusive work environment.