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Regal Brooke Limited
London
Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exceptional opportunity to learn and grow in a dynamic and fast-paced environment, while making a posit
Job Source: Regal Brooke LimitedJCW Group
London Area, United Kingdom
Our client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and crafting tailo
Job Source: JCW GroupHBL Bank UK
greater london, england, United Kingdom
Wealth Manager As a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation. Key Accountabilities Build and maintain strong
Job Source: HBL Bank UKBWD Search & Selection
London
A well established Private Bank is currently in search of a Wealth Manager to join their London based team. Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite.In this role, you will play a pivotal part in delivering top-tier investment advice and nurturing client relations
Job Source: BWD Search & SelectionMW recruitment
London
Wealth Planner AVP/VP Location: London, UK About Us We are a leading bulge bracket bank with a strong presence in the global financial market. As part of our major growth strategy, we are expanding our wealth management team and making it our main focus. We are currently seeking a highly skilled and dedicated Wealth Planner to join our t
Job Source: MW recruitmentmbf
greater london, england, United Kingdom
About the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As
Job Source: mbfFinancial Divisions
London
Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across
Job Source: Financial DivisionsRecruit Wealth
Rickmansworth
Recruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towar
Job Source: Recruit WealthLondon Area, United Kingdom
Who We Are
Since its inception in 2002 by visionary entrepreneur Nigel Green , the deVere Group has rapidly expanded its global footprint. From our first office in Hong Kong , we now boast 50 offices across continents, including Africa , the Middle East , the Far East , ASEAN , Europe , Latin America , India , and Australasia (with Canada soon to join our ranks). Our unwavering commitment to excellence has earned us an excellent reputation in the international market.
At the heart of our mission lies a singular goal: providing our clients with unparalleled financial peace of mind .
Our training offices are Dubai, Abu Dhabi, New Zealand, Australia, Jakarta, Porto, Milan, Marbella. This is not a UK based opportunity.
By Joining our Entry-Level Financial Trainee Program you will be provided with a unique opportunity to gain hands-on experience, access to excellent learning and development resources, and the chance to build a successful career as a Financial Advisor.
If you are seeking to advance your career with a company that will challenge and stretch you while providing the necessary skills and experience to succeed, we would love to hear from you.
What to Expect?
In your first year, you will embark on a comprehensive journey within our academy, gaining valuable experience and knowledge in financial advisory. You will learn about the client journey, report writing, communication skills, and how to effectively utilise our training platform. Throughout the program, our Development team will provide additional training programs to further enhance your skills. After completing your first year, you will have the opportunity to specialise your development toward becoming a Financial Advisor. We support you in pursuing any additional exams while offering ongoing development to advance your career.
What You Will Bring?
A Growth Mindset: We value individuals who embrace challenges as opportunities for growth. Having a growth mindset means you approach obstacles and setbacks with a positive attitude, viewing them as chances to learn and improve. You're not deterred by initial difficulties; instead, you see them as steppingstones toward success. You're open to new experiences and believe that with effort and dedication, you can develop your skills and capabilities continuously. A growth mindset fosters resilience, creativity, and adaptability, all of which are crucial in a dynamic and evolving field like finance.
Willingness to Learn: In the ever-changing landscape of finance, a strong desire to learn is paramount. We look for candidates who are enthusiastic about expanding their knowledge, whether it's about financial markets, investment strategies, or client relationships. Being willing to learn means you're receptive to feedback, actively seek out opportunities for self-improvement, and are open to exploring new concepts and approaches. You understand that continuous learning is not just a one-time effort but a lifelong journey, and you're committed to staying updated with industry trends and developments. Your eagerness to learn fuels your professional growth and ensures you remain an asset to the team.
Recruitment Process
Online Application: Please submit your CV and answer questions to assess your interests and motives.
Psychometric survey from the McQuaig Institute®
Live Interactive Webinar: Attend a live interactive webinar with deVere CEO, Nigel Green.
Screening Call: Have a screening call with our In-House Recruitment Department.
Interview: Participate in an interview with the dV Global Head of Recruitment.
Trainee Wealth Manager jobs in London Area, United Kingdom
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