Wealth Management Graduate (CII) Glasgow, Autumn 2025
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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.
In an ever-changing economic landscape with technological advances, now is an exciting time to start a career in accountancy. Whether you're a school/college leaver, graduate, or considering a career change, start your journey here at Azets.
We support our staff's development from Entry Level Trainee to Senior Partner and provide professional qualifications relevant to your role.
The Role
As a Wealth Management Associate, you'll rotate through various departments, gaining hands-on experience in areas such as:
* Administration: Support 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 build relationships.
* Trainee Advising: Shadow advisors, conduct financial assessments, and participate in client meetings.
* Compliance: Learn about industry regulations and compliance processes.
* Employee Benefits: Explore group pension schemes, risk products, and healthcare solutions.
* Project Management: Participate in initiatives to improve operational efficiency.
Key Accountabilities
We provide comprehensive training, including support for professional qualifications like the CII, with mentoring, study days, and a dedicated buddy. Qualification pathways vary by role; for this position, the qualification is CII. For more details, click here.
Skills & Experience
* Have the right to work in the UK
* Achieve or be on track for a minimum 2:2 in your undergraduate degree
Additional Benefits
Enjoy 23 days of annual leave (plus bank holidays), flexible working, referral bonuses, incentive schemes, and more. Learn about our rewards here.
Additional Details
* Seniority level: Internship
* Employment type: Full-time
* Job function: Finance and Sales
* Industry: Accounting
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