Graduate Trainee – Wealth Management and Financial Planning

Salary: £19,000 rising to £30,000 + Benefits
Location: South East
Start date: Apr-2018
Sectors: Banking, Insurance, Sales, Finance, Research & Analysis

Graduate Trainee – Wealth Management and Financial Planning


Lonsdale Wealth Management are a firm of Wealth Managers and Independent Financial Advisers.


We have 5 offices based in Hertfordshire with 14 experienced Advisers providing financial planning advice to high net worth individuals and families. They are supported by an excellent team of administrators based across the different locations.


We are looking for a graduate trainee to join us with the expectation that they will train with us and become a fully qualified adviser working from our St Albans office. Part of their training will involve spending time with different areas of the business - back office, para-planning and shadowing consultants. This will enable them to build a good understanding of how the business operates on day to day basis.


Training will be on the job but also involves studying in your own time for the CII professional exams to diploma level. We will pay for the exam entry and provide the relevant study material. We would anticipate training to be completed after 2 years by which time we would expect you to be qualified and competent to provide advice to the public.


Working within any small business provides exciting challenges and great opportunities, however the candidate will have to be ambitious and highly motivated to be successful. The candidate must be an excellent communicator as well as having good numeracy and IT skills.


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