Wealth Management Graduate (CII) Glasgow, Autumn 2025
View more categories View less categories Contract Permanent Hours Full time Sector Finance & accounting, Wealth management
Wealth Management Graduate (CII) Glasgow, Autumn 2025
About us
At Azets, people are at the core of what we do, with trainees being the first important building block in our success. We value the expertise and technical know-how within our business and are committed to sharing this knowledge to develop our future workforce.
With the changing economic landscape and technological advances, now is an exciting time to start a career in accountancy. Whether you're a school/college leaver, a graduate, or looking for a career change, start your journey here at Azets.
We offer development opportunities for all staff, from Entry Level Trainee to Senior Partner, including professional qualifications specific to your role.
The role
As a Wealth Management Associate, you will rotate through various departments, gaining hands-on experience in areas such as:
* Administration: Support administrative tasks, client record management, document processing, and office operations.
* Paraplanning: Assist in preparing client reports, financial plans, and investment strategies.
* Client Services: Engage with clients to address inquiries and provide excellent service.
* Trainee Advising: Shadow advisors, assist in financial assessments, and gradually take on advisory responsibilities.
* Compliance: Learn about regulatory requirements and compliance processes.
* Employee Benefits: Explore employee benefit solutions like pension schemes and healthcare.
* Project Management: Participate in projects to improve operational efficiency.
Key accountabilities
We provide a comprehensive training and development program, including support for professional qualifications such as the CII. This includes college/study days, mentoring, and a buddy system. For more information on qualification pathways, click here.
Skills & experience
To succeed, you should:
* Have the right to work in the UK
* Be on track to achieve or have achieved a minimum 2:2 in your undergraduate degree
Other benefits
At Azets, we recognize your efforts with benefits such as 23 days of annual leave (plus bank holidays), flexible working, referral bonuses, incentive schemes, and more. Learn more about our rewards here.
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