Wealth Advisor (Trainee)

Are you interested and enthusiastic about the financial sector as well as the economy? Do you want to skip higher education to just start your career in Financial Services already?

Abacus are exclusively sourcing for a Trainee Wealth Advisor for our premium client who will support and dedicate structure to aid your development, provide internal training to broaden your technical expertise and support you from a personal coach during your 2 year apprenticeship.

 

Salary: 22K

 

About the Role:

The Apprentice will undertake the Investment Operations Technician qualification. The training will be on the job with 20% of your time dedicated to study.

 

Responsibilities:

– Provide fundamental support in all phases of client service, client relationship building and account maintenance.

– Provide client service support for client requests, responding to client enquiries on account documentation, account balances, account activity and statement information.

– Provide administrative support to teams.

 

Requirements:

– Completed A-Levels (or equivalent)

– Be aged between 16 & 25

– Are motivated, reliable and open-minded

 

Benefits:

– Private Healthcare

– Dental Care Benefit

– Simply Health Cash Plan

– Upon successful completion of the two year programme, you can progress to become Assistant Relationship Managers.

 

If interested, please contact Lauren on [email protected]

Next Steps:
Please submit your application or speak to a specialist consultant from the Abacus team on 0044 (0) 28 9031 3157 for a confidential discussion. We aim to respond to all inquiries within 4 business hours.
The team at Abacus manages a range of permanent and contract positions throughout Northern Ireland, the UK and the Republic of Ireland. If you are experienced and/or professionally qualified we can support your job search.
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