Wealth Management Graduate (CII), Newcastle (Gosforth), August 2023

Wealth Management Graduate (CII), Newcastle (Gosforth), August 2023 Newcastle upon Tyne, England

Azets
Full Time Newcastle upon Tyne, England 10.56 - 12.04 GBP Today
Job description

Why join Azets?


At Azets people are at the core of what we do, with trainees being the first important building block in our success. We are extremely proud of and value the expertise and technical know-how within our business, but we equally understand the importance of enhancing and sharing this knowledge to continuously develop our future workforce.

With the everchanging economic landscape and advances in technology, there has never been a more exciting time to start a career in accountancy. Whether a school/college leaver, a graduate or simply looking for a career change, why not start your journey here at Azets?

We are committed to offering development opportunities to all of our staff, from Entry Level Trainee through to Senior Partner. As a trainee, all of our roles will provide a professional qualification specific to the business area you will be working in.


About the role


As part of your role as a Wealth Management Graduate you will support advisers and other team members in serving existing clients by maintaining high standards in the delivery and implementation of financial planning advice.

Tasks may include but are not limited to:

  • Preparing suitability reports.
  • Collating (or completion of) application forms.
  • Preparing summary of recommendations for processing team.
  • Ensuring all recommendations meet with company standards.
  • Assisting the support team and compliance department when required.
  • Learning and maintaining a detailed understanding of firm centralised investment proposition and relevant internal procedures.
  • Ensuring client records are maintained and information is correctly recorded on back-office system.
  • Interpretating of data & data led decision making.
  • Supporting in creation of marketing collateral.
  • Supporting with internal process documentation and cataloguing.
  • Supporting with compliance and Consumer duty.
  • Supporting with continuous Improvement initiatives.

To find out more about what a career in Wealth Management might look like click here.


Qualification


We have created a first-class training and development programme and, by starting your career at Azets, in addition to the comprehensive on the job training, you will also be given all the support you need to complete a professional qualification, including college and/or study days, mentoring and a designated buddy.

We offer a range of different qualification pathways at Azets which are determined by the role you are applying for. The qualification that will be undertaken for this position will be the CII.

For further information on this pathway click here.


Application Requirements


To get the job that you’ll love
you will have:

  • You will need the right to work in the UK from your start date.
  • On track to achieve or have already achieved a minimum 2:1 in your undergraduate degree (or 2:2 if you can provide evidence of extenuating circumstances

For us, the personal attributes of each of our employees are what makes us authentic in the marketplace. We look for people who can collaborate with peers but can also bring their own voice to the table. We want people who are dynamic in their approach and respectful of other people’s opinions. We are looking for someone who wants to be more than just a team member, but who wants to join a family of likeminded individuals.


Benefits


At Azets, we understand that whilst job satisfaction and success is important, you should be rewarded for the work you do.

Our benefits include 23 days of annual leave (plus bank holidays), Agile & Flexible working, Employee referral bonuses, Lead incentive schemes and much more. You can find out more about how we reward our staff here.


Job Reference: EC00653

Wealth Management Graduate (CII), Newcastle (Gosforth), August 2023
Azets

www.azets.co.uk
London, United Kingdom
Chris Horne
$500 million to $1 billion (USD)
5001 to 10000 Employees
Company - Private
Accounting & Tax
Finance
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