Trainee Financial Adviser

Description:

Associate Wealth Manager - Pathway to Advice
Location: London
Salary: £29,000 - £33,000 (dependent on exams) + bonus

Looking to fast-track your career into Financial Advice?

We're supporting a highly regarded and fast-growing Wealth Management firm in central London that is looking to appoint an Associate Wealth Manager as part of its structured adviser development programme.

Managing over £1bn of client assets, the business has built an outstanding reputation for developing future advisers, offering genuine mentoring, technical exposure and a clear route towards becoming a Chartered Financial Planner.

The opportunity

Working alongside experienced Wealth Managers, you'll become involved in every stage of the client journey, attending meetings, supporting technical planning and building the knowledge and experience needed to progress into an advisory role.

With a structured development programme expected to take around 18 months, this is an ideal opportunity for someone who has already started their professional exams and is committed to a long-term career in financial planning.

You'll be involved in:
Attending client meetings alongside Wealth Managers
Managing client servicing and follow-up actions
Preparing technical calculations, cashflow models and planning reports
Conducting investment research and analysis
Responding to client queries
Identifying opportunities within existing client relationships
Supporting advisers throughout the end-to-end planning process This opportunity would suit a qualified or part-qualified individual with a genuine ambition to become a Financial Adviser, looking to join a firm that can offer excellent mentoring, career progression and long-term development.
 
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)
Regular team socials and company events
Daily breakfast in the office
Extra days off over Christmas
Monthly early finish ("Family Friday")
Additional leave with service