Details:
- Location: London
- Date: 4 weeks ago
Description:
Associate Wealth Manager - Pathway to Advice
Location: London
Salary: £29,000 - £33,000 (dependent on exams) + bonus
An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team.
This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture.
The Opportunity
This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner.
You'll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months)
It's a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role.
To start you off, you will be:
Attending client meetings alongside Wealth Managers
Managing follow-up actions and ongoing client servicing
Supporting with technical calculations (pensions, allowances, etc.)
Investment research and analysis
Preparing cashflow models and planning reports
Handling client queries (technical and administrative)
Identifying opportunities within existing client relationships
Managing workflow through internal systems and trackers
About You
Experience within a wealth management / financial planning environment
Minimum of 2 RO exams (or equivalent)
Strong attention to detail and organisational skills
Confident communicator with a professional approach
Motivated, proactive, and keen to progress into an advisory role
Why This Role
Clear pathway to becoming a Chartered Financial Planner
Exposure to high-quality clients and experienced advisers
Strong internal support and training structure
A collaborative, social, and high-performing team environment
Benefits
Competitive bonus structure
Hybrid working
Pension scheme
Private medical cover
Employee wellbeing support (including GP access, discounts, gym benefits)
Additional time off including:
Extra days over Christmas
Monthly early finish ("Family Friday")
Additional leave with service
Regular team socials and company events
Daily breakfast in the office