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Junior Investment Advisor – Wealth Planning Trainee; Hybrid

Job in Harrogate, North Yorkshire, HG1, England, UK
Listing for: Role, Inc.
Full Time, Apprenticeship/Internship position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 GBP Yearly GBP 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Junior Investment Advisor – Wealth Planning Trainee (Hybrid)

Role, Inc. based in Harrogate is looking for a Trainee to support investment managers in the wealth management process. This role involves client interaction, administrative tasks, and maintaining compliance with policies.

Ideal candidates have a client-focused approach, are numerate and good communicators. The position offers a competitive salary, private medical insurance, and a discretionary performance-related bonus among other benefits.

Join a dynamic team dedicated to delivering high-quality financial services while helping you develop professionally.

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