Graduate - Trainee - Wealth Management

  • Location

    City of Manchester

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £20000 - £24000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    27 days ago

  • Expiry date:


  • Consultant:

    David Everingham

Graduate Trainee - Wealth Management - Salary negotiable, full time - exam support, pension and other great company benefits

MB Fitzgerald Recruitment are currently working with one of the UK's most exciting Wealth Management Organisations to recruit a Graduate Trainee for their Administration role in city centre Manchester. The role will be to provide wide-ranging support to the Client Partner's in Manchester, with a clear progression structure to study for professional qualifications and beome a Trainee Client Manager and then Client Manager.

Candidates must understand that as a Trainee, your first couple of months will be spent assisting the team with data inputting while you become used to the systems, processes and terminology that the company use on a day to day basis. Once you have assisted with this work they will start to train you on more technical/ financial services specific tasks but candidates must be willing to do what the company needs and progress at the appropriate rate.

We are looking for a focused and determined graduate with an analytical mindset and excellent communication skills. You should have a clear interest in Investments or Wealth Management, demonstrated by qualifications or work experience. You should have strong IT skills and numerical ability and will ideally have a degree from a leading university.

Once training is provided, key responsibilities will involve:

  • Generate advise letters for advisory clients
  • Resolve client questions
  • Liaise with providers
  • Chase outstanding queries
  • Update clients with developments on their accounts
  • Investigating client administration queries and liaising with internal and external departments to resolve issues
  • Preparation of draft Investment Profile Reports
  • Other administrative tasks as requested

On offer is the opportunity to progress within a leading organisation who will support you financially to obtain professional qualifications and mentor you to build a prosperous career in Wealth Management. Salary is negotiable depending on qualifications. Full time role.

The company will continue to offer flexible working with perhaps the opportunity to work from home 2 days per week.