At a Glance
- Tasks: Support financial advisers with client onboarding, documentation, and business processing.
- Company: Established wealth management firm serving high net worth clients near Weybridge.
- Benefits: £25k salary, bonuses, 25 days holiday, pension contributions, and study support.
- Other info: Office-based initially, with the option to work from home after training.
- Why this job: Kickstart your finance career with hands-on experience and mentorship from industry experts.
- Qualifications: Recent graduates or entry-level candidates with a positive attitude and eagerness to learn.
The predicted salary is between 25000 - 25000 £ per year.
Near Weybridge (Surrey) Wealth Management Firm working with High Net Worth and Ultra High Net Worth clients supporting Chartered Financial Advisers.
My client is a well-established Independent Financial Advisor (IFA) based near Weybridge, operating for many years with a full suite of financial advisers and mortgage brokers servicing local HNW families, retirees, and HNW private individuals. Their clients primarily are based across Surrey, Berkshire, Hampshire, and London, but they do have clients further afield. Cases hold anywhere between £500k to £5m+ of investable assets.
The business has longstanding relations, and the advisers take on new business through recommendation and referral. The focus is on pensions, investments, tax planning, retirement planning, bonds, ISAs, IHT planning, estate planning, etc.
The Managing Director is seeking an entry-level or graduate candidate to join the team and support him specifically, but also the wider team. Training will be provided on all systems and aspects of the role. You will be working on:
- Obtaining financial details
- Writing letters of authority and valuation
- Onboarding new business
- Processing new business
- Conducting AML checks
- Speaking to product providers and clients
- Preparing all meeting documents and resources
The business uses numerous platforms such as Quilter, Aviva, Elevate, Standard Life Wrap, and Transact platforms. This role is office-based to begin with, but you can work from home once you are established after a few months in the role.
You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with a Paraplanner, and an experienced adviser with HNW cases. The role will pay a competitive basic salary, and you will receive a full induction, a generous 25-day holiday allowance, as well as an excellent pension contribution and benefits. You will be enrolled onto the bonus scheme.
This role is ideal for a driven individual who has a good attitude, wants to learn, and aspires to carve out a career in financial services.
Finance Graduate in Weybridge employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
