Trainee

Summary and OverviewAssistant Associate, Private Wealth Isle of ManPermanentFull TimeCompetitive Salary & BenefitsThis is a great opportunity if you're looking to kick start your career in finance. We'll provide you with all the training and support you need and once you are confident in your role and have some experience under your belt we'll support you to start your studies and gain a professional qualification in either ICSA or STEP. Your New RoleThis list of duties is not exhaustive and may change from time to time according to business needs:

Prepare payment instructions for reviewDraft routine correspondence and e-mailsDeal with clients by telephoneDevelop a basic knowledge of our IT systemsProvide general office support to the Private Wealth teams such as filing, scanning, deliveries etc.

Develop a basic knowledge of our products and service linesDevelop a basic knowledge of our policies and procedures by reviewing the administration manualAssist with drafting standard company minutes, trustee resolutions and updating client profilesAssist with meeting cash collection targets and the billing processEnsure compliance with company standards, policies and proceduresWhat will you need to succeed in this role?As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

A strong academic recordSome experience of working in a client facing environmentPrevious office experience (desirable)Personal attributes which would be seen in the ideal applicant include;Good interpersonal and communication skillsGood organisational and time management skillsAbility to work as part of a team as well as using own initiativeWillingness to learnEye for detailStrong willingness to grow and learnEquiom Group – Let’s Achieve More, TogetherFor over 45 years, we’ve been helping high-net-worth individuals and international businesses bring their ambitions to life.

Equiom is a global professional services provider, supporting private clients, corporate clients, and funds as they navigate the ever-changing business landscape. We’re passionate about what we do and genuinely care about our clients. That’s why we go beyond the expected — offering exceptional, tailored end-to-end services to protect wealth and support business success. Our approach is personal, proactive, and built on strong, lasting relationships. As a growing business, we’re always evolving — embracing change, investing in our future, and staying ahead of the curve.

It’s an exciting time to join us, and we’re looking for brilliant, motivated people who want to grow with us. Thinking of applying?If this sounds like a role you might enjoy, we’d love to hear from you. Maybe you don’t meet every requirement but feel you’ve got a lot to offer? That’s okay — reach out for a confidential chat, and we’ll talk it through together. Everyone’s welcome at EquiomWe’re proud to be a global business that champions diversity and inclusion. We welcome applicants from all backgrounds and experiences.

Whether your qualifications are local or international, what matters most to us is your potential. Every application is considered on its own merit, in line with local employment and equality laws.