Hybrid Wealth Assistant - Path to Adviser in London

Hybrid Wealth Assistant - Path to Adviser in London

Full-Time 25650 - 31350 Β£ / year (est.) Home office (partial)
Eden Rose

At a Glance

  • Tasks: Support the Founder/Lead Adviser with financial planning studies and client management.
  • Company: Eden Rose, a dynamic wealth management firm in London.
  • Benefits: Mentorship, study support for qualifications, and flexible working options.
  • Other info: Office-based role with potential for remote work and career progression.
  • Why this job: Kickstart your career in finance with real-world experience and growth opportunities.
  • Qualifications: No prior experience needed; enthusiasm for finance and learning is key.

The predicted salary is between 25650 - 31350 Β£ per year.

Eden Rose is seeking a junior wealth assistant in London to support the Founder/Lead Adviser and help with financial planning studies.

The role is office-based in Farringdon with a potential for 1 day a week from home.

The successful candidate will gain mentorship, undertake exams towards LIBF/CII qualifications, and have the opportunity to progress into client-facing advisory work as the practice grows.

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Hybrid Wealth Assistant - Path to Adviser in London employer: Eden Rose

Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.

Eden Rose

Contact Details:

Eden Rose Recruitment Team

We think you need these skills to ace Hybrid Wealth Assistant - Path to Adviser in London

Financial Planning
Client Relationship Management
Mentorship
LIBF/CII Qualifications
Communication Skills
Analytical Skills
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