Financial Planning and Wealth Management Graduate - Manchester, United Kingdom - GWG Associates

GWG Associates
GWG Associates
Verified Company
Manchester, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

My client is looking for a bright graduate to join their financial planning and wealth management graduate scheme in Manchester.

They are looking for a graduate to complete the Diploma in Financial Planning and then progress to Chartered Status if desired.

The support for these qualifications will include on the job training, out of office workshops, seminars online training and in-house training.

This is a rare opportunity to acquire experience in a fast-moving exciting environment where financial expertise is used to benefit clients.


You will be involved in all aspects of the financial planning process but initially will be supporting our investment advice and administration process.

You will assist in portfolio construction and arranging data for our client annual reviews where performance is valued and evaluated.

You will be assisted and trained in the work you are asked to do and have responsibility as well.

Independent advice is a financially rewarding, satisfying career path that is expected to keep growing exponentially over the coming years.


They work with clients on a wide range of financial areas to include the investment markets to preserve and grow their capital and ensure their financial arrangements are effective for the purposes of tax.

The learning environment you will be exposed to allows access to a wide range of fascinating areas, legal financial and tax.

They are a close-knit, friendly & inclusive unit working together for the benefit of their clients.

What are we looking for?

  • Degree from a numeric discipline i.e. Maths, Economics etc. (min 2:1)
  • Strong A Levels
  • Strong attention to detail
  • Desire to gain professional qualifications i.e. Financial Planning/CISI
  • Ability to build relationships with clients

Salary:
£25,000.00-£27,000.00 per year


Benefits:


  • Company pension
  • Flexitime
  • Free parking
  • Onsite parking
  • Sick pay
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Ability to commute/relocate:

  • Manchester: reliably commute or plan to relocate before starting work (required)

Work Location:
One location

Flextime
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