Position Available: Graduate Internship

We are looking for a bright candidate with a vibrant personality who is ready to join our small, successful team. Personality and determination to do an excellent job are as important as experience and qualifications for this role.

Role: Graduate Internship

Location: Woking, Surrey

Term: Full Time 6-12 month programme

Salary: £20,000

Who we are

Clarus Wealth is an independent Chartered financial planning and wealth management firm.  We offer the breadth of experience and capabilities of a large city firm but with the tailored, attentive and personalised service you would expect from a smaller company.  We are passionate about responsible investing and seeking to promote a more sustainable future.

About the role

Joining our dynamic team, you will be supported with training and exposure to our leadership team. Your role will provide you with the opportunity to become proficient in all aspects of financial advice as you build a strong solid platform to launch your career.

You will learn:

  • Financial administration required to exceed our clients expectations
  • How to work within an inter-dependent team to deliver an outstanding service for clients
  • The compliance and regulatory aspects of the profession
  • Delivering reports for clients that are technically competent and presented to a high standard
  • The different tools available and how to use them to assist with research in delivering financial planning and wealth management for private clients

The Program

Months 1-3: Financial Administration

  • Essential administration tasks, including client welcoming, how to communicate with clients, diary management for advisers.
  • Valuation reports and meeting preparation for advisers, to include producing client valuation reports and preparing documentation for client meetings.
  • Packaging and sending client reports and monitoring resulting actions required.
  • Processing new business applications and liaising with providers and clients to ensure a smooth process.
  • Taking administration responsibility for a designated portfolio of clients.

Months 4-6: Advanced Financial Administration

  • Learn how to place trades for clients and monitor investment portfolios.
  • Understand the compliance process for new business and maintain accurate records.

Months 7-12: Junior Paraplanning

  • Work alongside a designated Financial Adviser to:
    • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet clients’ needs
    • Prepare suitability letters in accordance with the agreed recommendations
    • Build Cashflow Models to support the Financial Adviser’s research and recommendations.
    • Pre-complete application forms
    • Ensure all compliance paperwork is in order under the supervision of the adviser
    • Implement investment strategies

Key Experience & Skills

  • Dealing effectively with client queries providing excellent client service at all times.
  • Able to multi-task and work to deadlines, ensuring quality is never compromised.
  • The ability to use initiative and problem solve.
  • Demonstrate excellent communication skills, particularly paying attention to detail – both internally and externally.
  • Approach work positively with a can-do attitude.
  • Be confident and discreet.
  • Maintain our company brand.
  • A willingness to work as a team member.
  • Advanced computer skills with knowledge of the Microsoft packages.
  • Happy, motivated and keen to work within a small successful business.

Next Steps:

If we have sparked your interest, please send us a copy of your CV and a cover letter or short video introducing yourself and explaining why you feel you would be suited to join our team as a Graduate Intern and what excites you most about the opportunity.

Application Process:

  1. Submit your CV and cover letter or short video to [email protected]
  • Attend for interview lasting approximately 2 hours during which you will be required to:
    • Give a short presentation on a subject provided ahead of the interview
    • Undertake a skills test
    • Meet the team

Position Available: Graduate Internship

About me:

Our Approach

Knowing what your money is doing and how it’s helping you achieve your goals will give you an overall feeling of confidence and control over your finances. We like to keep the process as simple as possible, creating a clear, confident plan in 3 steps

Discover

We listen to you, we ask lots of probing questions so we can get a true understanding of what your concerns are, what your goals are and where you would like to get to. It’s not just about your money, it’s about your life. We understand how complex your life and financial situation can be, and we are here to simplify it and to help.

Develop

Now we know you and your goals, we create a comprehensive financial roadmap for your future. We will consider how all your plans and investments overlap and interact with one another in order to formulate the most effective and efficient strategy for you. This can be concisely summarised by the phrase “the whole is more than the sum of its’ parts.

Deliver

Life never stands still for long. The best financial plans are designed to enable you to put alternative scenarios in place so that your long-term strategy can be altered and fixed. So, while it doesn’t mean that your overall goal has to change – it might just mean altering the road that ultimately gets you there.

We’re here for the whole journey

We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals. We’re here for the whole journey. All good relationships require continual feedback and input.  Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun.

Regularly reviewing and adapting your financial plan is always recommended, no matter what’s happening, because it helps you to stay on track. We will continue to regularly meet with you to update the plan for life events and take into consideration any changes in your goals.