At a Glance
- Tasks: Support experienced Wealth Managers and engage in client meetings and financial planning.
- Company: Fast-growing Wealth Management firm in central London with a strong mentoring culture.
- Benefits: Competitive salary, hybrid working, private medical cover, and regular team socials.
- Other info: Join a collaborative team with a clear pathway for career progression.
- Why this job: Fast-track your career to become a Chartered Financial Planner with excellent support.
- Qualifications: Experience in wealth management and at least 2 RO exams or equivalent.
The predicted salary is between 29000 - 33000 £ per year.
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
Trainee Financial Advisor in London employer: Ellis James Partners
Join a prestigious Wealth Management firm in the heart of London, where your career as a Trainee Financial Advisor can flourish through a structured development programme. With a strong emphasis on mentoring and professional growth, you'll gain invaluable experience working alongside seasoned Wealth Managers, all while enjoying a vibrant work culture that prioritises employee wellbeing and collaboration. Benefit from competitive bonuses, hybrid working options, and a host of perks designed to support your journey towards becoming a Chartered Financial Planner.
