At a Glance
- Tasks: Support Advisers and gain hands-on experience in wealth management.
- Company: Boutique Wealth Management firm in the heart of London.
- Benefits: Competitive salary, full study support, and a discretionary bonus.
- Other info: Join a supportive team dedicated to your long-term success.
- Why this job: Kickstart your career in finance with a clear progression pathway.
- Qualifications: Ambitious graduates eager to learn and grow in financial planning.
The predicted salary is between 25000 - 30000 £ per year.
Graduate Trainee – Wealth Management London (City) / Hybrid | £25,000–£30,000 + Full Study Support + Discretionary Bonus A boutique, independent Wealth Management firm based in the City is seeking an ambitious graduate who wants to build a genuine long-term career in financial planning and wealth management — not just take a job.
The Role This is a true entry-level position with a clear, structured development pathway.
You'll begin in Adviser Support, gaining hands-on experience across pensions, investments and protection, while working closely with Advisers who support a high-net-worth client base.
Your responsibilities will include: Handling Letters of Authority (LOAs) and liaising with third-party providers Onboarding new business and ensuring documentation is fully FCA compliant Preparing client meeting documentation using FE Analytics Taking on increasing responsibility as your knowledge and experience grow Your Development The firm is fully committed to your progression, offering: Full study support toward the Level 4 Diploma Ongoing mentoring from experienced professionals A defined progression route into a Trainee Paraplanner role A close-knit, supportive team invested in your long-term growth About You Excellent communicat...
