logo for MB Fitzgerald

Associate Wealth Manager - Trainees Considered - City, Birmingham, United Kingdom, B1


MB Fitzgerald are currently working with the Wealth Management division of a top Private Bank to recruit a Trainee Wealth Manager for their Birmingham office.

You will be responsible for providing Investment Advice and managing the relationships with a bank of HNW clients. You will be supported by Senior members of the team who will provide ongoing training and guidance but candidates must be confident in their ability to deal with clients of this level from day one.

In order to build strong, long-lasting relationships, candidates must be confident, personable and should have an excellent knowledge of Financial Services. The advice you will be providing will work around a restricted, Investment lead propostion but you must also be able to spot business opportunities for the Financial Planning specialists, in areas such as Pensions, Tax and estate Planning. This will help to cement the company's relationships with the clients.

Candidates must be level 4 qualified as a mimimum, although they will consider candidates who have passed through the CISI, CII or LIBF. You must also have experience of working in a fee based Financial Advisory environment, whether that is in a Paraplanning or Advisory capacity.

Salary is negotiable depending on experience and qualifications. Full support will be provided for the successful candidate to achieve level 6 as well as progress within one of the most recognisable brands in Financial Services.