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Graduate Consultant Financial Advisor

Agile HR Consulting
Job LocationFarnham
EducationNot Mentioned
Salary£26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client are a rapidly growing Wealth Management firm in Central Farnham are launching a Graduate Academy Programme for inspiring financially focused graduate consultants to gain experience whilst working towards professional qualifications. We have an immediate vacancy and a vacancy in September 2020.Excellent salary and benefits package are on offer with strong scope for financial progression on qualifying.They are looking for a strong Consultant/ Financially focused Graduates to join their team and truly learn all aspects of Wealth Management whilst studying for a Level 4 Diploma in Regulated Financial Advice. The Firm will fully finance and support the completion of the qualification.The Role:

  • Learning the firm’s business processes and all aspects of Wealth Management
  • Attending client meetings
  • Undertaking financial research for clients
  • Preparing detailed reports for clients
    • Key skills:
  • Economics/ Business/ Finance/ Maths Graduate an advantage, but not a necessity
  • An interest in investing and markets
  • Excellent proven communication skills - written and verbal
  • Friendly and confident team player
  • Ability to work with confidential client matters
  • Ability to learn and retain financial information quickly
  • Competent user of Excel and other MS Office
    • Job Type: Full-timeSalary: £26,000.00 /year + fantastic benefits packageOur assessment process will include an initial phone interview and ability tests then an Assessment Day with Director interviews, Group Exercises, Presentations and Psychometrics.Please submit a personalised CV with cover letter indicating why you should be considered and whether you are looking for an immediate or September start.We look forward to hearing from you. Required skills
  • Active Team Player
  • Articulate Communicator
  • Highly Numerate
  • Success Driven
  • Consultative Approach

    • Keyskills :
    Active Team Player Articulate Communicat Highly Numerate Success Driven Consultative Approach

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