At a Glance
- Tasks: Support experienced Wealth Managers and build client relationships while gaining hands-on experience.
- Company: Reputable wealth management practice in Central London with a supportive culture.
- Benefits: Competitive salary, clear career progression, and industry-leading training opportunities.
- Other info: Hybrid working model with ongoing recruitment for growth opportunities.
- Why this job: Kickstart your career in wealth management with structured training and real client exposure.
- Qualifications: Minimum 2 RO exams passed and some experience in an IFA or SJP environment.
The predicted salary is between 29000 - 33000 £ per year.
An excellent opportunity has arisen for an ambitious and driven individual to join a highly reputable practice as an Associate Wealth Manager. This role offers a structured and supportive pathway to becoming a fully qualified Wealth Manager, with clear progression, hands-on client exposure, and industry-leading training.
This is an ideal position for candidates with initial advisory exams (minimum 2 ROs) and some experience within an IFA or SJP environment who are looking to accelerate their career in wealth management.
As an Associate Wealth Manager, you will:
- Be assigned to one or two experienced Wealth Managers
- Support client relationships while gradually building your own exposure
- Shadow client meetings and actively participate as your confidence grows
- Gain full 360° experience of the wealth management process
- Develop technical knowledge and advisory skills through on-the-job training
The role is heavily developmental, with an expected 18–24 month journey to Competent Adviser Status (CAS).
Training & Progression
- Structured on-the-job learning (approx. 18 months)
- Opportunity to join their academy / Wealth Manager training programme (classroom-based and roleplay training) once exams are completed
- Upon achieving CAS, progression into a self-employed Wealth Manager role
Salary & Benefits
- £29,000 – £33,000 basic salary
- Salary increases in line with exam progression (approx. £2k per additional exam passed)
- Clear and transparent career pathway
- Access to industry-recognised training and development
Requirements
- Minimum 2 RO exams passed (essential)
- Experience within SJP or an IFA practice (preferred)
- Strong communication skills and client-facing confidence
- Motivated, career-driven, and eager to progress into an advisory role
- Ability to work in a fast-paced, professional environment
Working Pattern
- Hybrid working: 4 days in the office during probation (6 months)
- 3 days in the office thereafter
Interview Process
- 3–5 minute self-recorded video submission (initial stage)
- Short screening call (if required)
- Two-stage interview process (may include presentation)
Ongoing recruitment as the business continues to grow. A fantastic entry point into a long-term career within Wealth Management.
Associate Wealth Manager in London employer: Eden Rose
Join a leading wealth management practice in the heart of London, where you will benefit from a structured and supportive environment designed to accelerate your career. With industry-leading training, clear progression pathways, and hands-on client exposure, this role as an Associate Wealth Manager offers a unique opportunity to develop your skills and achieve Competent Adviser Status within 18-24 months. Embrace a hybrid working model that promotes work-life balance while being part of a dynamic team committed to your professional growth.
