Trainee Wealth Manager
Location: Taplow, Maidenhead
Salary: Highly Competitive
Working as part of the team at an Appointed Representative of St. Jamess Place Plc.
An excellent opportunity has arisen for a bright and motivated Trainee Wealth Manager to join a fast-paced St Jamess Place Practice, working closely with the Partner and offering support as required. You will be employed by this Practice.
The Role: Trainee Wealth Manager
Working on a two-year development programme to become a qualified Wealth Manager. You will start initially working in the office dealing with client enquiries and helping the existing Wealth Managers provide reports and information for client meetings.
As experience is gained within the financial industry environment, and with exam progression, you will begin work on cash flow forecasting and investment analysis.
During the training programme for the role of Wealth Manager, you will have the opportunity to shadow client meetings, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS and conducting your own face to face meetings after two years within the role.
The Person: Trainee Wealth Manager
This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate an...