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Wealth Manager
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Wealth Manager
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Wealth Manager
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Senior Wealth Manager
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Trainee Wealth Manager
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SSQ London Area, United KingdomThis City firm is currently seeking a senior private wealth associate to join its London team as an associate. This firm is recognised as a leading international private wealth firm, advising a host of clients, primarily high net worth individuals and family offices on a range of ...
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Junior Wealth Planner/Paraplanner
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Enterprise Architect
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Marketing Manager
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Business Architect
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Performance Manager
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Business Development Manager
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Associate Director
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Paraplanner / Wealth Administrator
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Wealth Planning Assistant
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Private Client Paralegal
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Paraplanner
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Business Development Manager
1 week ago
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Trainee Wealth Manager - Camden Area, United Kingdom - Samuel and Co Trading
1 week ago
Description
Job Specification:
Trainee Wealth Manager
Company:
Samuel and Co Trading
Location:
London United Kingdom
Position:
Trainee Wealth Manager
About Us:
Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading.
Our Ofqual-regulated diploma is designed to equip candidates with the skills and knowledge required to excel in the financial services sector.
Upon completion of the diploma, we work closely with our recruitment partners to help secure rewarding positions for our candidates in the financial industry.
Job Overview:
Our client is currently recruiting a Trainee Wealth Manager. We can assist you with putting your name forward for this role.
If you are not yet qualified for the position, we can help you achieve a Level 5 or Level 7 Diploma in Financial Trading.
This role offers a unique opportunity to transition into the financial services sector while continuing to work in your current job.
Our comprehensive Level 5 Diploma in Financial Trading, delivered through recorded lectures over 12 months, allows you to upskill at your own pace.
Key Responsibilities:
Hold or complete the Level 5 Diploma in Financial Trading within 12 months.
Learn and understand financial markets, investment strategies, and wealth management principles.
Conduct market research and analyze financial data to inform investment decisions.
Communicate with clients to understand their financial goals.
Monitor and report on the performance of investment portfolios.
Stay updated with the latest financial trends, market conditions, and regulatory changes.
Requirements:
A strong interest in financial markets and investment management.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal abilities.
Ability to work independently and manage time effectively.
Commitment to either holding or completing the Level 5 Diploma in Financial Trading.
Previous experience in finance or a related field is advantageous but not essential.
What We Offer:
Assistance with achieving a Level 5 Diploma in Financial Trading if you do not already hold financial market qualifications.
A flexible learning schedule with recorded lectures.
Support from experienced professionals and mentors.
The opportunity to transition into a new career without leaving your current job.
Assistance with job placement through our recruitment partners.
Competitive salary and benefits package upon securing a trainee wealth manager role.
How to Apply:
If you are ready to take the next step in your career and join a dynamic and growing field, please submit your resume and a cover letter outlining your interest in the Trainee Wealth Manager role and your commitment to completing the Level 5 Diploma in Financial Trading or having equivalent financial markets qualifications.
