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- Tasks: Assist Advisers and Paraplanners with client valuations and document management.
- Company: Join a leading private wealth management firm with over £100 million in funds.
- Benefits: Gain valuable experience in financial services with potential for career progression.
- Why this job: Be part of an innovative team focused on personalized wealth management for professionals.
- Qualifications: Bright, driven graduates with an interest in financial services are encouraged to apply.
- Other info: Interviews will take place in December 2024 for a role starting January 2025.
The predicted salary is between 28800 - 42000 £ per year.
Role available January 2025 Interviews will take place in December 2024 This is an exciting opportunity to join an innovative private wealth management firm at the leading-edge of the financial planning industry, specialising in working with professionals and business owners. They provide a comprehensive, wealth management service which is tailored to individual requirements with a significant client base and over £100 million of funds under management. Their long-term working relationships are testament to the service and advice that they provide. Reporting to The Business Manager Our client is looking for a bright, driven graduate with an interest in financial services to join their team. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks. This role offers progression in to a Client Relationship Executive role. Main Duties Valuations: Preparing client valuations – gathering details of client holdings and updating database accordingly. Fact Finds: scanning and inputting into Back Office system all Fact Finds completed by the Advisers. Scanning: As directed by team members, scanning documents to the correct location. Post Duties: Opening post and distributing to team me…
Graduate Business opportunity - Wealth Management - Study suport employer: The Graduate
Contact Detail:
The Graduate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Business opportunity - Wealth Management - Study suport
✨Tip Number 1
Familiarize yourself with the wealth management industry. Research current trends, key players, and the specific services offered by private wealth management firms. This knowledge will help you stand out during interviews and demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events, webinars, or local meetups to connect with people who work in wealth management. Building relationships can lead to valuable insights and potential referrals for job opportunities.
✨Tip Number 3
Gain relevant experience through internships or part-time roles in finance or customer service. Even if it's not directly in wealth management, any experience that showcases your ability to work with clients and handle financial information will be beneficial.
✨Tip Number 4
Prepare for the interview by practicing common questions related to client relationship management and financial services. Be ready to discuss how your skills and experiences align with the responsibilities of the role, particularly in supporting advisers and managing client data.
We think you need these skills to ace Graduate Business opportunity - Wealth Management - Study suport
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the key responsibilities and required skills for the Graduate Business opportunity in Wealth Management. Tailor your application to highlight how your background aligns with these requirements.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your education, relevant experience, and skills. Emphasize any coursework or projects related to financial services, as well as any internships or part-time jobs that demonstrate your interest in wealth management.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of the firm that attract you, such as their innovative approach or client-focused service. Highlight your motivation to support Advisers and Paraplanners and your eagerness to learn and grow within the industry.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services sector.
How to prepare for a job interview at The Graduate
✨Research the Company
Make sure to familiarize yourself with the private wealth management firm and its services. Understanding their approach to financial planning and their client base will help you answer questions more effectively and show your genuine interest in the role.
✨Prepare for Technical Questions
Since this role involves financial services, be ready to discuss basic financial concepts and terminology. Brush up on your knowledge of valuations and fact-finding processes, as these are key tasks in the position.
✨Showcase Your Organizational Skills
Highlight your ability to manage multiple tasks efficiently. Since the role involves supporting various team members, providing examples of how you've successfully handled similar responsibilities in the past will demonstrate your suitability for the position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for progression within the firm. This not only shows your enthusiasm but also helps you assess if the company is the right fit for you.
