Associate Wealth Manager - Pathway to Advice
Location: London
Salary: £29,000 - £33,000 (dependent on exams) + bonus
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
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Trainee Financial Adviser employer: Ellis James Partners Ltd
Joining our Bristol office as a Client Relationship Manager offers you the chance to be part of a dynamic and growing financial planning practice that prioritises client experience and professional development. With generous benefits such as enhanced holiday, a bonus scheme, and opportunities for career growth, you'll thrive in a supportive, team-driven culture that values your contributions and encourages you to take ownership of your role. This is not just a job; it's a meaningful opportunity to make a real impact within a respected SJP Practice.
