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Job Location | Birmingham |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
The VacancyOUR PROGRAMMEAre you in your final year of sixth form or college and looking to kick-start a career in financial servicesCBAMs school leaver programme is designed by industry experts to get your career in Wealth Planning off to the best start. So alongside invaluable practical experience, well provide the knowledge, skills and qualifications you need to become a Chartered FinancialPlanner. Your journey begins alongside your peers on the programme with a full induction week in September 2024, learning about the business before you take up your role as a Client Service Executive. Its here that you will gain both practical experience and supportto pass your first set of Diploma level exams. When successful you will then progress into a Paraplanner role and continue on the job learning and your exam journey, sitting the Advanced Diploma level exams in order to obtain Chartered status. We cover the cost of exams, and support you throughout offering both training workshops, and time off to study. Youll be paired with an experienced mentor and will also have opportunity to shadow business leader. This years programme offers three roles based in either our Chester or our Birmingham office. Heres is a bit more about the roles that youll enjoy at Close Brothers Asset Management:Client Service ExecutiveThe role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSEs responsibility is to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner. Responsibilities include: