Graduate -- Trainee Practice Manager

London (Greater)
Highly Competitive plus bonus
21 Sep 2016
05 Oct 2016
Start Date

Location: Moorgate, London

Salary:  Highly Competitive + performance related bonus.

Graduate - Trainee Practice Manager

Within a Partner Practice of the St. James’s Place Partnership, part of St. James's Place Wealth Management plc.  

An outstanding opportunity has arisen for a keen Graduate who is looking for a career in Financial Services to work with a Partner of St. James’s Place Wealth Management  – based in Moorgate, London. You will be attending client meetings and supporting the Partner and her team.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.  SJP has funds under management in excess of £64bn.  This Practice is successful and growing.

The Role – Trainee Practice Manager

You will work very closely with the Partner, preparing her for, and attending all her client meetings. You will have responsibility for taking all relevant actions through to fruition including:  Drafting advice letters, analysing fund performance. Running the client management system.

You will receive full training in the role and in time the intention is for this person to manage the Practice

The Person – Trainee Practice Manager

You are a Graduate with an interest in working in personal financial services with a High Net Worth Client base.

You are presentable, have excellent communication skills, and are personable.  You are organised and a self starter who is ultimately able to work with little or no supervision.  You are enthusiastic and a fast learner.

As you will have a high level of contact with High Net Worth clients, and it is essential that you can work with total discretion.

Please apply and you will be re-directed to submit your CV to Emma Burgh, our Recruitment Partner, who will then be in touch.