Graduate Trainee Financial Adviser (ID:413)
We are currently promoting a fantastic graduate scheme within
a well-respected West Midlands based wealth management firm. They specialise in
providing bespoke financial planning services to individuals, businesses and
families. Their longstanding client base is testament to the quality of their
product and outstanding customer relations.
This position is perfect for those looking for a structured
training programme. You will be provided with in depth knowledge of the
financial areas that the company specialises in. You will understand the
financial planning processes, compliance and regulation and best practices to invest
money. In addition, this company will fully fund all further qualifications. The
successful graduate will be tasked with building a financial plan for clients while
taking into consideration their incomings, outgoings, financial ambitions,
motivations and retirement plans.
The perfect graduate will have completed a mathematical degree
(Economics, Accounting, Finance etc…). You will have achieved at least a 2:1. You
will have outstanding analytical skills and be able to articulate clearly the
impact that certain decisions will have. You will have a great eye for detail. There
will be times where you will be working independently so the ability to be able
to proactively research and solve problems is crucial.
Applicants will be asked to create an online application. To
apply for this position please send your CV to c.mconie@amcitygrad.com
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