Asset Management – Advice Business Graduate Programme 2019

Close Brothers Asset Management provides holistic financial planning and investment management services to business owners, professionals, retirees and high net worth individuals.  We help our clients plan for their own and their families’ futures.

The Advice business focuses on offering high quality holistic financial planning advice to our clients.  This includes:

  • Pension and Retirement Planning
  • Inheritance Tax Planning
  • Investment Planning
  • Mortgage Advice           

This role will sit within our team in London (Exchange Square), but the candidate will be expected to be willing to travel to our other UK locations as and when required.  These office locations are Gatwick, Northwich, Edinburgh and Glasgow.

The successful candidate will be given the opportunity to experience a rotation around the Advice business, so that they gain a full understanding of the different aspects of the wider operations and be in a strong position to develop the foundations of their future career.

They will support Financial Planners, and ultimately clients, in the advice giving process.  This will also include working on operational processes and procedures, creation of suitability reports, product research and technical analysis.

Finally, the successful candidate will have the opportunity to attain qualifications and progress towards becoming a fully qualified Financial Planner.

What are we looking for?

  • A  2:1 degree in an academic discipline
  • Ability to multi-task, take initiative and prioritise and plan own workload
  • A “can do” approach
  • Good report writing and communication skills
  • Excellent attention to detail
  • Strong Microsoft Word and Excel skills

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