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deVere Group
Leeds, England, 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
Job Source: deVere GroupCranleigh Personnel
Wetherby
Operations Manager - Wealth Planning Based Wetherby Outskirts Salary £45,000 - £65,000 depending upon experience + Bonus Our client is a firm of Independent Financial Advisers, established in 2006. They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver r
Job Source: Cranleigh PersonnelITonlinelearning Recruitment
Huddersfield
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentITonlinelearning Recruitment
Bradford
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentITonlinelearning Recruitment
Leeds
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentRegal Brooke Limited
Leeds
Trainee Investment Manager Are you ready to embark on an exhilarating journey into the dynamic world of investment management? We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers. This is an extraordinary opportunity to ki
Job Source: Regal Brooke LimitedCB3 Associates Ltd
Leeds
The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant/Trainee Paraplanner to their Central Leeds office. A truly independent, private wealth focused financial advice firm offering an opportunity to develop into paraplanning work: Office Location: Central L
Job Source: CB3 Associates LtdM2 Professional Recruitment Services Ltd
Leeds
A fantastic opportunity has arisen for an outgoing and ambitious Trainee Business Development Manager to join a well-established and successful independent UK Commercial Finance provider, offering a broad range of financial solutions to small and medium sized businesses. Due to the continued growth of the business and increase in new business enqu
Job Source: M2 Professional Recruitment Services LtdLeeds
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 positive impact on the lives of our clients.
Company Description:
Our company is a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth individuals, families, and organisations. With a strong focus on personalised service and a commitment to excellence, we have built a reputation for delivering exceptional results and building long-term relationships based on trust and integrity.
Job Responsibilities:
Collaborate with senior wealth managers to provide financial planning and investment management services to clients.
Assist in conducting comprehensive client assessments, understanding their financial objectives, risk tolerance, and investment preferences.
Develop a deep understanding of financial products, investment strategies, and market trends to provide well-informed advice to clients.
Assist in creating customised financial plans, including asset allocation, retirement planning, tax strategies, and estate planning.
Monitor and analyse investment portfolios, providing timely updates to clients and making appropriate adjustments based on market conditions.
Stay updated on regulatory and compliance requirements to ensure adherence to industry standards and guidelines.
Build and maintain strong client relationships by providing exceptional service and addressing any inquiries or concerns.
Continuously develop your knowledge and skills through ongoing training and professional development opportunities.
Qualifications:
Bachelor's degree in Finance, Economics, Business, or a related field.
Strong analytical and problem-solving skills with a keen attention to detail.
Excellent communication and interpersonal skills to effectively interact with clients and colleagues.
Passion for finance and investment management with a desire to learn and grow in the industry.
Ability to work independently as well as collaboratively in a team-oriented environment.
Proficiency in financial modelling, analysis, and reporting tools.
Prior experience or internships in finance or wealth management is a plus, but not required.
Benefits:
Competitive compensation package with performance-based incentives.
Comprehensive training and mentorship programs to support your professional growth.
Opportunities for advancement within the organisation based on merit and achievements.
Access to cutting-edge financial technology and resources.
A collaborative and inclusive work culture that values diversity and teamwork.
Health insurance, retirement plans, and other employee benefits.
If you are eager to kick-start your career in wealth management and possess a strong desire to make a difference in the lives of clients, we invite you to apply for the Trainee Wealth Manager position. Please submit your resume and a cover letter outlining your interest and qualifications. We look forward to welcoming you to our dynamic team!
Trainee Wealth Manager jobs in Leeds
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