Wealth Management Graduate (CII) - Edinburgh - Autumn 2025

About us

At Azets people are at the core of what we do, with trainees being the first important building block in our success. We are extremely proud of and value the expertise and technical know-how within our business, but we equally understand the importance of enhancing and sharing this knowledge to continuously develop our future workforce.

With the everchanging economic landscape and advances in technology, there has never been a more exciting time to start a career in accountancy. Whether a school/college leaver, a graduate or simply looking for a career change, why not start your journey here at Azets?

We are committed to offering development opportunities to all of our staff, from Entry Level Trainee through to Senior Partner. As a trainee, all of our roles will provide a professional qualification specific to the business area you will be working in.

The role

As part of your role as a Wealth Management Associate, you will rotate through various departments within our organisation, gaining hands-on experience and exposure to the following areas:

Administration:

• Support administrative tasks, including client record management, document processing, and office operations.
• Learn about the critical backbone of our business and how efficiency in administration supports client success.

Paraplanning:

• Assist in preparing client reports, financial plans, and investment strategies.
• Work with experienced paraplanners to understand the technical aspects of wealth management.

Client Services:

• Engage with clients, both in-person and via correspondence, to address inquiries and provide exceptional service.
• Develop the essential interpersonal skills required for building lasting client relationships.

Trainee Advising:

• Shadow experienced advisors in client meetings and observe the advisory process.
• Assist in conducting financial assessments, risk analysis, and developing investment recommendations.
• Participate in client interactions and gradually take on advisory responsibilities.

Compliance:

• Gain insights into compliance processes and regulatory requirements in the financial industry.
• Understand the importance of adhering to industry regulations to protect clients' interests.

Employee Benefits:

• Explore the world of employee benefits, including group pension schemes, group risk products, and healthcare.
• Learn to tailor benefit solutions to meet corporate client needs.

Project Management:

• Participate in project management tasks, working on initiatives to improve operational efficiency.
• Develop skills in organization, planning, and problem-solving.

Qualification

We have created a first-class training and development programme and, by starting your career at Azets, in addition to the comprehensive on the job training, you will also be given all the support you need to complete a professional qualification, including college and/or study days, mentoring and a designated buddy.

We offer a range of different qualification pathways at Azets which are determined by the role you are applying for. The qualification that will be undertaken for this position will be the CII.

Skills & experience

To get the job that you’ll love, you will:

• Have the right to work in the UK on your start date
• Be on track to achieve or have already achieved a minimum 2:2 in your undergraduate degree

Benefits

At Azets, we understand that whilst job satisfaction and success is important, you should be rewarded for the work you do.

Our benefits include 23 days of annual leave (plus bank holidays), proficient & adaptable working, Employee referral bonuses, Lead incentive schemes and much more.