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Ascot Wealth Management Ltd

Trainee Wealth Management Assistant

Id Job: 316a334

🏢 On-site
💼 Ascot Wealth Management Ltd
📍 Sunningdale, England
🕒 2 days ago
💰 18000 – 20000 GBP ANNUAL

Job Description

Trainee Wealth Management Assistant - No Experience Needed!

This is an entry level position and will provide an excellent opportunity for the candidate to gain experience of the day-to-day running of a Wealth Management Firm as well as insight into the Financial Services sector.

The chosen candidate will be working closely with the Operations & Compliance Manager and Financial Adviser to assist with operational and client administrative and compliance duties.

Excellent attention to detail, good communication skills and a strong work ethic are essential.

Duties will include:

After 12 month of working experience with Ascot Wealth Management the Candidate will be enrolled into an "Paraplanner" Apprenticeship Scheme to develop knowledge and receive The Certificate in Financial Services.

The Certificate in Financial Services includes passing exams:

Further progression available within the business.

Job Types: Full-time, Fixed term contract, Apprenticeship
Contract length: 12 months

Salary: £18,000.00-£20,000.00 per year

Schedule:

Supplemental pay types:

Ability to commute/relocate:

Application deadline: 28/02/2023

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