My client is a boutique financial services client looking to recruit a Graduate Investments Trainee.
affairs. This role will be key in assisting the advisers to meet the client’s needs in a timely and effective manner by working with the Paraplanners to request and collate information, dealing with pre and post-sales documentation and liaising with clients and providers where necessary.
Alongside this, it would be expected that you study for relevant qualifications, such as the CII Award in Financial Administration or Equivalent. These will allow you to be both compliant but also a good grounding should you wish to progress forwards into more technical roles in the future which for the right candidate would be supported. This is an ideal role for a candidate with an ambition to progress within wealth management.
Applicants will have a strong academic degree in a related subject with supporting A Levels etc. Experience in financial services would be ideal although strong general commercial experience would be considered.
Katie Bard is acting as an agency and is an equal opportunities employer
Katie Bard will be managing your application in accordance with the GDPR and Data Protection Act 2018. Please refer to the privacy notice on our website which will explain how we as an organisation will manage your data. If your application is successful we will contact you and manage your personal data in accordance with the guidelines of GDPR. If your application has been unsuccessful we will delete your application within 6 weeks and all records of your data.