This is an exciting opportunity to join a rapidly growing Wealth Management firm in Central Farnham.
Excellent salary and benefits package with strong scope for financial progression on qualifying
They are looking for a strong Financially focused Graduate to join their team and truely learn all aspects of Wealth Management whilst studying for a Level 4 Diploma in Regulated Financial Advice. The Firm will fully finance and support the course.
The Role:
- Learning their business processes and all aspects of Wealth Management
- Attending client meetings
- Researching options for our clients
- Preparing detailed financial reports for clients
Key skills:
- Economics/ Business/ Finance/ Maths Graduate or equivalent
- Excellent proven communication skills - written and verbal
- Friendly and confident team player
- Ability to work with confidential client matters
- Ability to learn and retain financial information quickly
- Advanced user with Excel and other MS Office