Job Title: Trainee Wealth Manager

Location: London Head Office, with opportunities across the UK and overseas.

Salary: Competitive + Excellent Benefits

About Us: We are a multi-million-pound organisation with a prestigious presence both in the UK and internationally. With branches across the UK and a global reach, our company is a leader in wealth management. Headquartered in London, we pride ourselves on delivering top-tier financial solutions to our clients, ensuring they achieve their financial goals.

The Opportunity: Are you considering a career change and seeking an exciting opportunity to join a dynamic and growing industry? We are currently offering a limited number of positions for individuals to join our team as Trainee Wealth Managers. This is a unique chance to embark on a rewarding career path in wealth management without the need for a degree. We believe in nurturing talent, and as such, full training and support will be provided.

Key Responsibilities:

• Building and maintaining strong client relationships.
• Assisting clients in managing their financial portfolios.
• Learning and developing a deep understanding of financial markets and investment products.
• Providing tailored financial advice to help clients achieve their financial objectives.
• Working closely with senior wealth managers to develop strategies and solutions for clients.

What We Offer:

• Comprehensive Training: We provide in-depth training to equip you with the skills and knowledge necessary to succeed in wealth management.
• Sponsorship for the Qualification in International Advanced Wealth Management (IAWM)
• Career Development: Opportunities for progression within the company, both in the UK and internationally.
• Supportive Environment: Work alongside experienced professionals who are committed to helping you succeed.
• Competitive Salary: A competitive starting salary with performance-based bonuses.
• Flexible Working: Opportunities to work from various locations, including our overseas branches.
• Pension Scheme: Contributory pension plan to help you secure your financial future.
• Health and Wellbeing: Access to private healthcare, wellness programmes, and employee assistance services.
• Travel Opportunities: Potential for international travel as part of your role.

What We’re Looking For:

• A passion for finance and a desire to learn.
• Excellent communication and interpersonal skills.
• A proactive and self-motivated approach to work.
• Must be in postion or working towards a CPD Finance Advisory Certificate 
• Strong analytical skills with an eye for detail.
• The ability to work well both independently and as part of a team.
• Previous experience in finance is not necessary but will be considered an asset.

How to Apply: If you’re ready to take the first step towards a new and exciting career in wealth management, we’d love to hear from you.