At a Glance
- Tasks: Support Advisers in financial planning, handling client documentation and compliance.
- Company: Boutique Wealth Management firm in London with a focus on professional growth.
- Benefits: Competitive salary, full study support, bonuses, and clear career progression.
- Other info: Join a supportive team dedicated to your development and success.
- Why this job: Kickstart your career in Wealth Management with hands-on experience and mentoring.
- Qualifications: Excellent communication skills and a keen eye for detail.
The predicted salary is between 25000 - 30000 £ per year.
A boutique, independent Wealth Management firm in the City is seeking an ambitious Graduate who is eager to build a long-term career in financial planning and wealth management. This is an entry-level position offering a clear, structured development pathway.
You will 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. Responsibilities will range from LOA’s, dealing with 3rd party providers, onboarding new business and ensuring all documents comply with FCA regulation. You will also prepare client meeting documentation, using FE Analytics. Responsibilities will increase over time as your knowledge and skills grow.
The firm is fully committed to your professional growth. You will receive comprehensive study support to achieve the Level 4 Diploma, ongoing mentoring, and the opportunity to progress into a Trainee Paraplanner role as your skills develop. This is a great opportunity to be part of a close-knit team that is fully invested in supporting your development in an entry-level role.
You must have excellent communication skills and the confidence to liaise with internal and external stakeholders. If you are looking to carve out a career in Wealth Management/Financial Planning, have a great eye for attention to detail and are willing to start at the bottom and work your way up.
Wealth Management Opportunity – Entry Level - London/Hybrid - £25–30k + Full Study Support & Bonus employer: Financial Divisions
This boutique Wealth Management firm in the heart of London offers an exceptional environment for ambitious graduates looking to launch their careers in financial planning. With a strong commitment to professional development, employees benefit from comprehensive study support, mentoring, and a clear pathway for progression within a supportive and close-knit team. The firm's focus on hands-on experience and compliance ensures that you will gain valuable skills while working with high-net-worth clients in a dynamic and rewarding setting.
