At a Glance
- Tasks: Support a Senior Wealth Manager and assist with client meetings and detailed reports.
- Company: Join Artemis Clarke Ltd, a leading firm in wealth management.
- Benefits: Path to DipPFS qualification, professional development, and supportive team environment.
- Other info: Great opportunity for growth in a dynamic and rewarding industry.
- Why this job: Kickstart your career in finance with hands-on experience and mentorship.
- Qualifications: Degree and 3 years of relevant experience required; attention to detail is key.
The predicted salary is between 30000 - 36000 £ per year.
Artemis Clarke Ltd is seeking a Trainee Associate Wealth Manager who will support a Senior Wealth Manager and their team, with a clear path to becoming fully DipPFS qualified. You will attend client meetings, prepare suitability letters, perform calculations for allowances, manage the pipeline, and produce analytics and detailed Voyant reports as part of daily duties.
This role requires a degree, at least 3 years of relevant experience, exams, and strong attention to detail, with advanced MS skills.
Trainee Wealth Manager - Path to Qualified DipPFS employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
