This range is provided by Financial Divisions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
£23k - £26k basic salary plus benefits
About the Company
My client is a Chartered independent wealth planning firm with offices near Leatherhead who offers whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across Sussex, Kent, and London. They manage the affairs of 250 families with assets ranging from £600k - £8m and provide advice on pensions, investments, tax planning, cashflow modelling, retirement planning, and protections.
Role Overview
The Managing Director is creating a brand-new role for a recent Graduate with a relevant degree in Maths/Finance/Economics/Business/Accounting or similar who wants to take their first steps into the wealth management sector. My client will also consider a non-graduate who is smart and has some basic work experience. A good attitude, a willingness to learn, and the desire to get stuck in is vital for this role. You must want to move into financial services wealth management and study towards the industry exams.
Responsibilities
* Provide support to the wealth management team.
* Engage with clients and assist in managing their financial affairs.
* Participate in ongoing training and development.
* Work closely with the Operations Manager.
Benefits
* Death in Service, Critical Illness Cover, Income Protection
* Full training and onboarding
* 25 days holiday + bank holidays (rising after a length of service)
Seniority level
Entry level
Employment type
Full-time
Job function
Finance
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