Chartered Financial Planner & Mentor for Trainees

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First Wealth LLP

Chartered Financial Planner & Mentor for Trainees

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Join the First Wealth team

We are currently hiring an experienced Client Relationship Manager, and a Practice Manager.

If you are passionate about helping people create the lifestyle they have always wanted and you are not afraid to do things differently, we would love to hear from you.

We are a trailblazing model of excellence in the financial planning profession – a certified B Corp business , committed to building a diverse and inclusive team that reflects the wider society that we live in. In November 2021, First Wealth was named Chartered Financial Planning Firm of the Year.

It is no surprise that people love working for First Wealth. In return for commitment and hard work, we provide competitive pay, excellent benefits, and a positive, energetic and fun company culture. Sound good? Join our London based today.

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The First Wealth Culture Deck

We're not here to make up the numbers – we're changing the perception of financial services in the UK forever.

Take a look

Why us?
Additional benefits
The fun stuff
What we look for

Competitive salary and bonus scheme.
Generous holiday entitlement, 25 days increasing by 1 day each year (maximum 30 days).
A one-month paid sabbatical after five years of continued service.
Full study support – both financial and study leave – up to Chartered Financial Planner status and beyond.
Flexible working hours between 8am and 6pm.
Remote working arrangements (we are London-based).
A friendly, supportive team.

Current Jobs

Client Relationship Manager

Are you organised and diligent with a keen eye for detail? Our Client Relationship Managers are integral to the success of our team, working with colleagues to understand where they need support, and are often the first point of contact for clients.

Full training support to achieve Level 4 Diploma status.
Full development and training plan, monthly 1:1’s, half-year and annual progression reviews.

Technical Analyst

Our Technical Analysts provide vital support to our Financial Planners. As a Technical Analyst, you will have extensive technical knowledge and experience within the profession. You will be directly involved in client meetings and an integral part of the planning process, enabling us to provide exceptional service to our clients.

Must be level 4 Diploma qualified or above, working towards Chartered status.

Chartered Financial Planner

With added experience and knowledge, you will start to work with more specialised areas of advice, such as working with entrepreneurs, estate planning, corporate advice, and divorce cases.

Helping others is one of our core values. As a Chartered Financial Planner, you will work closely with a trainee Financial Planner in your team, passing on knowledge and experience and helping them to achieve career progression and development within the business.

Must have achieved Chartered status.
The chance to be a mentor to a trainee Financial Planner.

Talent Programme

First Wealth are looking to expand our team, by making the opportunity available for individuals wishing to enter into the financial services profession without any prior industry experience or qualifications.

The programme is in place to support the individuals development through the Client Relationship Management role initially, gaining the valuable Level 4 Diploma qualification, following our extensive progression guide.

You will be supported by our Heads of Department throughout your career journey.

Applications for the Talent Programme are currently closed. Stay tuned for re-opening

Please send your CV to careers@firstwealth.co.uk using the title ‘First Wealth Talent Programme’.

Training with First Wealth

We’ve helped many of our growing team to become qualified and highly respected Financial Planners.

We blend mentorship with personal development to ensure each member of the team is on track to succeed. We also have trained in-house coaches to help you overcome the challenges you may face along the way.

Find out more about developing your career with First Wealth.

Get in touch

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