Location: Nationwide, UK

Company Overview: We are actively seeking recent graduates who are passionate about sustainability and possess a keen eye for detail to join our dynamic team as ESG Wealth Advisors. This role is perfectly suited for those dedicated to advancing responsible investment practices and using their financial expertise and analytical skills to drive significant change.

Role Summary: In this role, you will guide clients through the complexities of investment choices, focusing on Environmental, Social, and Governance (ESG) factors to align with their values and financial objectives. You will play a crucial role in devising strategies that not only meet financial goals but also contribute positively to society and the environment.

Responsibilities:

• Provide bespoke investment advice considering clients’ financial goals, risk tolerance, and preferences.
• Analyse investments using ESG criteria to identify opportunities and potential risks.
• Maintain and deepen client relationships through consistent communication and regular updates.
• Collaborate with team members to develop integrated wealth management strategies.
• Keep abreast of market trends, ESG research, and financial regulations to offer informed advice.
• Engage in ongoing professional development to enhance your understanding of ESG issues.
• Educate clients on the advantages of ESG investing in achieving both their financial and ethical objectives.
• Utilise advanced financial tools to analyse complex data and recommend effective ESG investment strategies.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field. Advanced degrees and qualifications (CFP, CFA) with a focus on Investment Risk and Taxation are highly regarded.
• Strong understanding of ESG principles and their practical application in investment scenarios.
• Excellent analytical, decision-making, and problem-solving abilities.
• Ability to articulate complex financial information to a diverse audience.
• Exceptional interpersonal skills and a commitment to client service.
• Proficient with financial planning software and other technological tools.
• High ethical standards and a commitment to maintaining confidentiality and integrity.

Application Process: If you are an enthusiastic, recent graduate keen to pursue a career in ESG-focused wealth management, we would love to hear from you. Please submit your CV and a covering letter detailing your interest in this role and demonstrating your suitability for it.

Join us in shaping a sustainable future through responsible investing.