We're looking for talented and enthusiastic individuals to join our 2023 Graduate Programme as part of a fast-track journey to becoming a qualified Financial Adviser with us.

Through our rounded programme you will complete three 8-month rotations to give you a full insight into our Wealth Management operations. Your rotations will be in Business Development, Paraplanning and Advisory (Wealth or Mortgage & Protection). Each team you join will provide you with invaluable experience in preparation for your longer-term career in wealth management.

By the end of the scheme, you will have been part of 3 distinct teams and will have developed a rounded understanding of the different technologies, people and products that will support your accelerated future career.

Business Development

In this rotation you will develop key relationship and client servicing skills by identifying and securing new long-term business partnerships as well as reaching out to individuals to promote how we can help with their financial planning:

• Generating new business through LinkedIn, networking events and client events
• Managing relationships with customers and partners to build continued business success
• Converting inbound leads into business
• Promoting company event

Paraplanning

Working in collaboration with the Advisors and other colleagues, you will will carry out key paraplanning tasks – e.g.. writing Suitability Letters in line with company policy to ensure cases are progressed within agreed timeframes and targets. The role will build your technical knowledge and will require you to comply with the FCA compliance rules on financial advice services.

Financial Advisory

A Financial Consultant will be expected to build long term relationships with clients and ensure that the clients’ interests are a priority. In this final rotation you will complete your formal industry qualifications, whilst working alongside experienced Financial Advisors to build a clear understanding of how to effectively build long-standing client relationships. As you complete your formal qualifications; you will gain an understanding of the back-office workings within the Practice as well as get involved in team Projects to review and reflect on improve efficiencies in our ways of working.

• Help clients achieve financial security and provide peace of mind by delivering a professional financial planning service
• Build and maintain ongoing relationships with clients, prospects and professional introducers
• Provide suitable advice which is in the best interest of its clients and follow procedures and processes
• Develop technical competence and professional skills
• Contribute to MW’s culture by upholding its values and be willing to help colleagues

PERSON SPECIFICATION

• A good undergraduate degree.
• Highly motivated, driven and commercial
• Experience working within financial services is preferable but not essential
• Excellent organisational and communication skills
• Ability to manage multiple senior stakeholders and reporting requirements
• Ability to use initiative to problem solve
• Adaptable to change in a fast-paced environment
• Committed to advocating and encouraging an inclusive and diverse team culture
• Ability to promote an open and considerate culture
• IT proficient including Office365

OFFICE LOCATION

We are working on a hybrid model of office/home working.

Benefit Package

• A salary of £28,000.00 in your first year and £30,000.00 in your second year.
• Bonus of up to 10%
• 25 days holidays (excluding Bank Holidays)
• 1 day of additional paid leave on your Birthday
• Life Assurance (4 times basic salary)
• Healthcare Cash Plan
• Financial assistance for study leave and qualifications

Selection Process

Stage One

The first step is to fill out the relevant job application on our website. This will ask candidates about their educational achievements and work experience.

Stage Two

During the second stage candidates will be asked to complete an online psychometric assessment that will assess candidates’ potential to be successful at MWM.

Stage Three

Candidates will be invited to an online video assessment. This is so we can get to know candidates better and if they will be the right fit for MWM. They will have five days to complete the video interview and have plenty of time to practice. We look for authentic and natural responses.

Stage Four

During the fourth stage candidates will be invited to attend an assessment day with other prospective candidates. This will include an introduction to MWM followed by an interview process with our managers and leadership team. Finally, candidates will complete situational assessments and live roleplays to test your problem-solving skills and ability to work as part of a team.

Please note applications for our 2023 Graduate Programme close at midnight on 31st January 2023

Morrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture.

Our purpose at Morrinson Wealth is to ensure people are empowered to realise their aspirations, and to foster a collaborative and inclusive culture. We aim to be an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

CORE VALUES

At Morrinson Wealth we strive to encourage an environment that embodies our core values in all interactions we have with our colleagues and clients. By creating a culture of respect, trust and mutual appreciation we feel proud to be able to enjoy working with welcoming, friendly and collaborative teams.

Morrinson Wealth is an Appointed Representative of St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).