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Wealth Management Graduate (CII) - Newcastle (Gosforth) - Autumn 2024

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Azets

Apr 12, 2024

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • Newcastle

Requirements

  • Have achieved a minimum C in English and Maths GCSE (or equivalent)
  • Be on track to achieve or have already achieved a minimum 96 UCAS points
  • Be on track to achieve or have already achieved a minimum 2:2 in your undergraduate degree
  • Strong analytical and communication skills.
  • A keen interest in the financial services industry and a desire to pursue a career in wealth management.
  • A commitment to professional growth and learning throughout the program.
  • Need the right to work in the UK

Responsibilities

  • Administration:
  • Support administrative tasks, including client record management, document processing, and office operations.
  • Learn about the critical backbone of our business and how efficiency in administration supports client success.
  • Paraplanning:
  • Assist in preparing client reports, financial plans, and investment strategies.
  • Work with experienced paraplanners to understand the technical aspects of wealth management.
  • Client Services:
  • Engage with clients, both in-person and via correspondence, to address inquiries and provide exceptional service.
  • Develop the essential interpersonal skills required for building lasting client relationships.
  • Trainee Advising:
  • Shadow experienced advisors in client meetings and observe the advisory process.
  • Assist in conducting financial assessments, risk analysis, and developing investment recommendations.
  • Participate in client interactions and gradually take on advisory responsibilities.
  • Compliance:
  • Gain insights into compliance processes and regulatory requirements in the financial industry.
  • Understand the importance of adhering to industry regulations to protect clients' interests.
  • Employee Benefits:
  • Explore the world of employee benefits, including group pension schemes, group risk products, and healthcare.
  • Learn to tailor benefit solutions to meet corporate client needs.
  • Project Management:
  • Participate in project management tasks, working on initiatives to improve operational efficiency.
  • Develop skills in organization, planning, and problem-solving.

Digitally and at your door. Azets delivers accounting, tax, audit, business and advisory services in the UK and Nordics

Accounting
Industry
5001-10,000
Employees

Mission & Purpose

With over 7,500 people across our office network, we help companies and organisations of all shapes and sizes, public sector enterprises and high net- worth private clients achieve their personal and business ambitions. Whether you’re a start-up or a blue-chip, we save you precious time – so you can focus on what you do best

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