Entry level trainee manager Work, Jobs in Woking, Sry (with Salaries)

Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Trainee Manager
Bb Mand —London
- £26,000 - £28,000 a year
- Full-time
- Hospitality
- Sales
- In-person
- Free parking
Quick apply
3h
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Trainee Programme Manager
Stanmore Quality Services Ltd —London
- Full-time
Assistant Project Manager Apprentice
ZSL —London
- £24,879.83 a year
- Continuous improvement
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
4d
Management Trainee - Central London
SIXT UK —London
- £32,330 a year
- Full-time
- Sales
- Customer service
- English
- Annual leave
- Employee assistance programme
Quick apply
Trainee Property Manager
LRG —Reading
- £28,800 - £30,800 a year
- Hybrid work
- Computer literacy
- Microsoft Office
- Travel
Quick apply
5d
Operations Trainee Manager
SUEZ —Morden
- £28,673 - £31,257 a year
- Full-time
Graduate Management Trainee - Slough / Bracknell
Enterprise Mobility —Slough
- Full-time
- Sales
- Customer service
- Bachelor's degree
Management Trainee Marketing
TORQCOMMODITIES —London
- £30,000 - £35,000 a year
- Marketing
- Data analysis skills
- English
Quick apply
4d
Management Trainee - London
SIXT UK —London
- £32,330 a year
- Full-time
- Sales
- Customer service
- English
- Annual leave
- Employee assistance programme
Quick apply
Management Trainee - Stansted
SIXT UK —London
- £32,330 a year
- Full-time
- Sales
- Customer service
- English
- Annual leave
- Employee assistance programme
Quick apply
Management Trainee Hospitality (m/f/d) London
Motel One —London
- Full-time
- Hotel
- Travel
- Business
Quick apply
Trainee Store Manager
Deichmann —Kingston upon Thames
- From £31,500 a year
- Full-time
- Customer service
Trainee Operative (Traffic Management)
VolkerWessels —Wokingham
- Maintenance
- Communication skills
- Annual leave
- Employee assistance programme
Centre Manager Trainee
KwikFit —High Wycombe
- £30,691.80 a year
- Full-time
- Customer service
- Supervising experience
- Team management
- Employee discount
5d
Manager in Training
Henley on Thames —Henley on Thames
- £13.08 an hour
- Weekend availability
- Customer service
- Organisational skills
- Paid training
- Annual leave
Trainee manager
Jays Homecare —London
- Management
- Business development
- Contracts
Learning & Apprenticeship Manager
TPXImpact —London
- Research
- Training & development
- Communication skills
- Employee assistance programme
4d
Manager in Training
London Lambeth —London
- £13.08 an hour
- Weekend availability
- Customer service
- Organisational skills
- Paid training
- Annual leave

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Trainee Wealth Manager

First Sentinel Wealth
London

Quick apply

Job details

Full-time
£25,000 - £35,000 a year

Benefits

On-site gym
Financial planning services
Company pension
Company events

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Summary

We are seeking a motivated and detail-oriented Trainee Wealth Manager to join our financial services team. This entry-level position offers an excellent opportunity to develop foundational skills in wealth management, financial planning, and client relationship management. The role involves supporting senior managers in delivering tailored financial solutions, analysing client data, and assisting with administrative tasks. The ideal candidate will demonstrate strong organisational skills, excellent communication abilities, and a keen interest in the financial sector. This paid position provides valuable industry experience and professional development opportunities within a dynamic environment.

Responsibilities

Assist in preparing comprehensive reports and analysis documents related to client portfolios and financial strategies.
Support the team with analysing financial data to identify trends and opportunities for clients.
Contribute to the development of personalised financial plans by gathering relevant client information.
Maintain organised records of client interactions, transactions, and documentation using Microsoft Office tools such as Word, Excel, and Outlook.
Communicate effectively with clients via email or phone to schedule appointments or provide updates on their financial plans.
Provide exceptional customer service by addressing client enquiries professionally and promptly.
Help organise meetings, prepare agendas, and take minutes as required for team discussions or client reviews.
Support administrative tasks including data entry, document management, and report writing to ensure smooth workflow operations.

Experience

Previous administrative experience or exposure to financial services is advantageous but not essential; training will be provided.
Strong organisational skills with the ability to manage multiple tasks efficiently.
Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook.
Excellent communication skills—both written and verbal—to effectively liaise with clients and team members.
Analytical skills with the ability to interpret data accurately for report writing and analysis purposes.
Good time management skills to prioritise tasks effectively within a fast-paced environment.
A keen interest in financial planning, wealth management, or related fields is desirable but not mandatory; enthusiasm for learning is essential.

Pay: £25,000.00-£35,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
On-site gym

Work Location: In person

Quick apply

Refine Your Search

entry level trainee manager jobs in woking, sry

Trainee Wealth Manager

Trainee Manager

Trainee Wealth Manager

Trainee Programme Manager

Assistant Project Manager Apprentice

Management Trainee - Central London

Trainee Property Manager

Operations Trainee Manager

Graduate Management Trainee - Slough / Bracknell

Management Trainee Marketing

Management Trainee - London

Management Trainee - Stansted

Management Trainee Hospitality (m/f/d) London

Trainee Store Manager

Trainee Operative (Traffic Management)

Centre Manager Trainee

Manager in Training

Trainee manager

Learning & Apprenticeship Manager

Manager in Training

I want to receive the latest job alerts for entry level trainee manager in woking, sry

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