Job Description

Trainee Wealth Manager – Associate Wealth Manager

Location: Central London (Hybrid)
Salary: £29,000 – £33,000 + bonus

An established and growing London-based wealth management firm is seeking a Trainee Wealth Manager to join its advisory team.

This opportunity is ideal for an ambitious individual looking to progress their career within financial planning. The firm offers a structured development pathway towards Chartered status, supported by formal training, exam support and hands-on experience alongside senior advisers.

The business provides holistic financial planning and investment advice to private clients and has experienced significant growth in recent years.

The Role

Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression towards becoming a fully qualified Wealth Manager.

This position would suit someone with an entrepreneurial mindset, strong technical foundations and a genuine passion for helping clients achieve their financial goals.

Key responsibilities include (but are not limited to):

• Attending client meetings alongside Wealth Managers
• Managing and completing post-meeting action points
• Carry forward, Annual Allowance and Lifetime Allowance calculations
• Investment research and analysis
• Preparing detailed cashflow modelling reports
• Responding to client queries (technical and administrative)
• Identifying cross-referral and business development opportunities within existing client relationships
• Managing workflow through CRM systems and internal tracking tools

Candidate Profile

This is a challenging and rewarding role suited to a confident, motivated and highly organised individual who enjoys taking initiative and working in a client-focused environment.

Essential experience and skills:

• Minimum of 2 years experience within a Wealth Management or Financial Planning environment
• Started studying CII R0 exams (or equivalent progress towards Diploma)
• Strong technical knowledge across pensions, investments and financial planning
• High attention to detail
• Strong interpersonal and communication skills
• Professional, proactive and positive attitude
• Ability to manage multiple priorities effectively

Benefits

The firm offers a supportive and collaborative culture with a strong focus on wellbeing and professional development. Benefits include:

• Structured training and support towards Chartered Financial Planner status
• Performance-related bonus
• Competitive pension scheme
• Private Medical Insurance (funded)
• Employee Assistance Programme (including GP access and wellbeing support)
• Generous holiday allowance, including additional leave over the Christmas period
• Additional service-related holiday entitlement
• Regular team and company social events
• Hybrid working arrangements