Your newpany

This well-established and very successful wealth management organisation has an opportunity for a Finance Graduate to join the team with a view to progressing into a long-term career.

Your new role

We are seeking a highly organised, motivated and detail-orientated individual who can demonstrate the ability to use their own initiative within their work.

The role will involve studying the Chartered Insurance Institute Diploma in Regulated Financial Planning. The Diploma consists of 6 individual modules and takes approximately 2 – 3 years toplete. All study material and exam entry costs are covered by the client.

ROLES AND RESPONSIBILITIES
Dealing with and responding to written, telephone and electronic enquiries from colleagues, clients and third-party product providers
Arranging client meetings and meeting confirmations
Preparation ofpany standard documents for client meetings, including opening of new client fil...