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We enjoy collaborating with like-minded people. We aim to be market creators - combining with others to provide novel solutions that meet a genuine client need. We are keen to support you in bringing the highest standards of care to your clients. By reflecting your values of professionalism we can work with you to enhance your clients’ outcomes – becoming a natural extension of your service.
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Join us | Graduate Trainee Wealth Manager
Forge a professional career as a wealth manager with a progressive company committed to achieving the highest standards
Contact us now for September 2019 start date
- A career opportunity with qualification support to Chartered Wealth Manager status.
- An exciting and varied post as an important member of our team
- Working in Norwich, one of the UK’s largest financial services hubs
- Competitive salary and benefits
Chadwicks are Wealth Managers and Business Consultants working with entrepreneurs locally and nationally to help them build their businesses. We also offer a comprehensive Wealth Management service. Our firm is growing rapidly and we are seeking an enthusiastic person to help drive the business forward.The retail financial services industry is changing rapidly. The level of knowledge and competence required has increased significantly. It offers an excellent professional career option.
The role will see you develop over around three years to become a Chartered Wealth Manager. After familiarisation with our systems and controls, you will be working primarily with our corporate clients where you will have the opportuntiy to develop a good core knowledge of financial services and hone your advisory skills. You will also be introduced to the wealth management function where your duties will include active monitoring and management of client portfolios, fund research and evaluation and writing client reports. In due course you would be expected to attend client review meetings and contribute to client newsletters. Our business is evolving and the role will include input into the development of our services.
You will also be working initially towards achieving a level 4 qualification in Financial Services, a threshold requirement to be able to advise clients. You would then be expected to work towards specific wealth management qualifications. Previous trainees have gone on to successfully complete the CISI Masters in Wealth Management qualification. The company will support your learning but it is inevitable that much of the work required will be in your own time.
The job is based in Norwich.
A wealth manager requires an eclectic range of skills. A good adviser is able to empathise with their clients, to think strategically, is a competent mathematician and, probably most importantly, is able to motivate people to act on their advice.
You will have a good degree, be keen to learn more and have huge reserves of enthusiasm. We like eco graduates but we're happy to hear from other disciplnes. You will be good with numbers but better with people. Being a wizard with Excel would do you no harm.
Interested? We have completed our 2018 recruitment round but we are interested in hearing from candidates looking to join us in 2019. We offer Easter and Summer internships and work experience. Send your CV along with a note telling us a bit about yourself and why you think this is the role for you to email@example.com