Ellis James Partners Limited in London is seeking an Associate Wealth Manager to join a structured adviser development programme. You will work alongside experienced Wealth Managers, attend meetings, support planning and build the knowledge needed to progress into an advisory role.
The 18-month pathway offers mentoring, investment research exposure and hands-on client servicing, with a genuine route toward Chartered Financial Planner status and long-term career progression.
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Associate Wealth Manager: Path to Chartered Planner employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
