Graduate Associate Wealth Manager

Details

Description

Looking for a wealth management graduate scheme?

We are looking for a hardworking, charismatic graduate to join our ever-growing team and gain the training, expertise and experience needed for a prosperous career in financial services.


A bit about us...

We are a small, independent wealth management firm owned entirely by our staff. We provide inspirational financial planning solutions underpinned by excellent investment strategies to high networth clients. Our fun, tight-knit team is committed to making a difference in the industry and in the world. We champion a progressive, supportive and inspiring environment that empowers our colleagues to thrive both personally and professionally.


What does the role look like? You will...

  • Assist the wealth managers by taking notes at meetings, writing reports, and inputting data into our platforms.
  • Manage relationships with clients, attend meetings, and develop your client interaction and management skills.
  • Gain an understanding of FCA legislation and compliance requirements.
  • Develop your technical knowledge, take professional qualifications, and advance your overall understanding of the Wealth Management market.
  • Pass financial planning assessments R01 – R06.


Culture is so important to us. Our ideal candidate has these characteristics and qualities:

  • A positive energy
  • Strong attention to detail
  • Highly empathetic and strong listening skills
  • Well-presented
  • Natural affinity for relationships
  • Well organised with strong time management skills


Required qualifications:

  • Minimum 2:1 Bachelor’s Degree
  • 3 A-Levels awarded B or above
  • GCSE English and Mathematics at a minimum grade of 6 (or equivalent)


Knowledge and preferred skills:

  • Slack
  • Notion
  • Zoom
  • Microsoft Office
  • An interest in the financial sector and the wealth management industry


Benefits:

  • Full induction programme
  • 25 days holiday (+1 day for your birthday)
  • Private health care
  • WFH two days per week


If you like the sound of joining our amazing team, please send your CV, cover letter and a short 2 minute video introducing yourself and why you want to work for IQ. We are an equal opportunities employer and welcome candidates from all different backgrounds, gender, sexual orientation and race.

Apply now

 

Apply now

Investment Quorum

Multi-award winning wealth management firm in London. Our experienced chartered wealth managers plan based on their clients' values, aspirations and goals.

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