Welcome to our careers page, where you can discover opportunities to join our team of experienced wealth managers and grow your professional skills in the dynamic field of wealth management. If you’re passionate about finance and have a desire to make a meaningful impact in people’s lives, we’d love to hear from you. Explore our current job openings and see if there’s a fit for you at our company.
We are seeking a highly motivated and detail-oriented Junior Financial Paraplanner to support our team of advisers in delivering exceptional financial planning and investment advice to clients. The ideal candidate will have a passion for financial planning and a strong desire to learn and grow in the field.
Responsibilities:
Requirements:
We offer competitive salary and benefits packages and opportunities for growth and advancement within the company. If you are a self-starter with a passion for financial planning and a strong desire to learn and grow in the field, we encourage you to apply.
Please send your CV to info@ascotwm.com
Trainee Wealth Management Assistant – No Experience Needed!
This is an entry level position and will provide an excellent opportunity for the candidate to gain experience of the day-to-day running of a Wealth Management Firm as well as insight into the Financial Services sector.
The chosen candidate will be working closely with the Operations & Compliance Manager and Financial Adviser to assist with operational and client administrative and compliance duties.
Excellent attention to detail, good communication skills and a strong work ethic are essential.
Duties will include:
After 12 month of working experience with Ascot Wealth Management the Candidate will be enrolled into an “Paraplanner” Apprenticeship Scheme to develop knowledge and receive The Certificate in Financial Services.
The Certificate in Financial Services includes passing exams:
Further progression available within the business.
Please send your CV to info@ascotwm.com
Enter your details & we’ll be in touch to discuss your needs. Alternatively, contact us directly and speak to a member of the team.
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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference number 551744.
Ascot Wealth Management Limited is a registered limited company. Company Number: 07428369