Monday, 13 April 2015
‘Trainee Financial Adviser’ Job Spec
Job
Spec – ‘Trainee Financial Adviser’
Degree requirements: 2:1 or above
About the business:
What we offer you:
Starting Package:
£18,000 per annum starting salary, professional qualifications
paid for by firm, exam bonus for each qualification passed, contributory
pension and health insurance.
Start date: Summer 2015
Reporting to: Director of the businessDegree requirements: 2:1 or above
Overview of the role:
Wetherall’s is seeking a Graduate Trainee to work closely
alongside the Director of the business, to help deliver first class service and
great outcomes to our predominantly High Net Worth client bank.
The successful
candidate will commence employment as a Financial Administrator whilst
participating in a graduate development program. During this time they will
learn about all aspects of the business, whilst working to achieve their
Diploma in Financial Planning qualification in a two year time frame. The
company will provide financial support towards the cost of professional study
during this time, with a view to progressing the individual into a Trainee
Financial Adviser position upon successful completion of their professional
qualifications, with the Director continuing to work with them longer term to
develop their skills, achieve ‘competent adviser status’ and build their own
client bank.
About the business:
Wetherall’s is a recently established and fast-growing Financial
Planning and Wealth Management practice based in the heart of Spinningfields,
Manchester’s financial centre. The business focusses on the provision of
Independent Financial Advice, predominantly to High Net Worth individuals and
businesses and we are responsible for the management of around £25m of private
client wealth. As a member of the Sense Network, we aim to deliver high quality
financial advice to clients whilst conforming to industry leading standards of
professionalism and integrity.
What we offer you:
A competitive salary and benefits
package.
Offices located at the heart of
Manchester’s vibrant Spinningfields area.
A career development program
designed to fast-track you into an Independent Financial Adviser position with
high future earnings potential.
Financial support and coaching to
help you achieve your professional qualifications
First sitting of each professional
exam paid or by the company, with retakes at the cost of the graduate. An exam
bonus is payable for each exam passed.
One–to-one mentoring and training in order to develop your
knowledge and existing skill sets.
You will be expected to:
Meet and exceed your KPIs whilst in
your role.
Study around your full time working
hours to achieve your professional qualifications in a two year time period
Develop a strong understanding of
the business and the financial services industry.
Shadow the Director at their client
meetings, gaining insight into the adviser role.
Aspire to the highest standards of professionalism and integrity
at all times.
Required skills and qualities:
The successful candidate will need to:
Possess and develop strong
interpersonal skills to communicate effectively with colleagues and clients at
all levels.
Carry out their duties in a
thorough and responsible way, taking ownership of problems and seeing tasks
through to their conclusion.
Be well presented and punctual,
conducting themselves with maturity and a high standard of professionalism
Be trustworthy and act with
discretion and integrity at all times
Have an appetite for further study
around their working hours to attain their professional qualifications in a
short time frame
Demonstrate a passion and desire to pursue a career in Financial
Services and to become a fully qualified Independent Financial Adviser
Work experience within the financial sector and a sales driven
environment may be beneficial, but is not essential as full training will be
provided for the right candidate.
Enquiries:
Interested parties should submit a C.V. and covering letter to james.wetherall@wetheralls.co.uk.
The closing date for applications is 30th April 2015.
Interested parties should submit a C.V. and covering letter to james.wetherall@wetheralls.co.uk.
The closing date for applications is 30th April 2015.
Wednesday, 8 April 2015
Boohoo Event Manchester / Recruitment Opportunities - Register to attend
Hi
all,
Just
a quick heads up about an event taking place next Wednesday evening in
Manchester.
Primarily
targeted at students and graduates with quantitative or business degrees, but open
to all, this event is designed to showcase the many roles available at Boohoo. They
recruit for internships and graduate level roles.
This event is only open to MMU and Salford Students only
and students can register to attend at
bit.ly/1ycCVP9
The
event is promoted through social media also.
Thanks,
Hayley
Hayley Wright
2.15 | Business School and Student Hub Building |Manchester Metropolitan University | All Saints Campus | M15 6BH
Tel: +44 (0)161 247 3496 | Email: hayley.wright@mmu.ac.uk
Employability Skills Coordinator
Faculty of Business and Law2.15 | Business School and Student Hub Building |Manchester Metropolitan University | All Saints Campus | M15 6BH
Tel: +44 (0)161 247 3496 | Email: hayley.wright@mmu.ac.uk
Tuesday, 7 April 2015
Wondering whether a career as an accountant is still the one for you?
Wondering
whether a career as an accountant is still the one for you?
Ever considered a career in the broader financial services sector, say, in banking, finance, investment, financial planning ?
I held a meeting in March to explain the opportunities and implications of switching to Year 2 of the Banking & Finance degree for Year 1 A&F students who had expressed interest in finding out more about alternative careers in the broader financial services sector.
Several students attended the meeting, but many more were unable to attend, so I have booked a room, 3.08 NBS, on WEDNESDAY 22nd APRIL to run through the BA (Hons) Banking & Finance programme and to explain the career paths that such a switch might open up for you.
Approximately 20 A&F students switched programme last year and feedback to date suggests they are very happy with their decision.
Please email me (t.williamson@mmu.ac.uk) to let me know you if you intend to come along to the meeting on the 22nd.
Best wishes with your revision in the meantime !
Trevor
Trevor Williamson | Principal Lecturer
Accounting, Finance & Economics BSc DipFS CFPCM MBA FCIB FHEA
T: 0161 247 3777
E t.williamson@mmu.ac.uk
Drop-in hours: Monday 13.00-14.00; Tuesday 15.00-16.00
Monday, 30 March 2015
Your Future Career Starts Here! Updated Monday 30th March
Your Future Career Starts Here!
We now know that just getting a great
degree is not enough to secure the job you want after graduation. You need to
boost your skills, get experience and be able to sell yourself to a potential
employer. Get involved in our employability programme to confidently
compete in the jobs market and achieve your career goals.
Top Opportunities up for Grabs
Did you know that you can learn a language
while studying at MMU? Foreign language knowledge provides a clear advantage
in today's job market and is a great way to enhance your CV! Find out more hereP/T Jobs/Work Experience Teach First are recruiting Brand Ambassadors, a 4 hours a week flexible role that is ideal for students. Please see the attachment for details on how to apply! Apply now to Volunteer for Flare Festival (13-18 July). They have a wide range of roles available and look for people who are outgoing, calm under pressure, willing to get stuck in and able to rise to a challenge! Take a look at the upcoming MMU Future activities which are designed to boost your skills! Looking to do some work shadowing and explore different career paths? Pop over to the Employability Hub near the Business School entrance and ask the Careers team for support on getting started. You may also find the following guide on Work Experience helpful- http://bit.ly/1BA0PTT At the moment there are 117 part time jobs and work experience roles being advertised on the MMU Careers Service Jobs Board. Please register for vacancies at www.mmu.ac.uk/findajob Graduate Roles -Take a look at the UK non-profit sector’s graduate programme-Charitywork Offering 100 paid 12 month placements a year, this is a great opportunity to get leadership experience while helping to solve pressing social issues. -There are 444 graduate vacancies currently being advertised at www.mmu.ac.uk/findajob If you would like to speak to a Careers Adviser about your options or if you aren’t sure what you want to do after university- please do go along to the Employability Hub on the ground floor of the Business School. Please also look at our guide on Exploring your Career Options- http://bit.ly/18Gjpht |
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