At a Glance
- Tasks: Support Wealth Managers in delivering financial planning advice and client relationship management.
- Company: Rapidly expanding wealth management firm in London with a focus on talent development.
- Benefits: Competitive salary, performance bonus, full study support, and structured career progression.
- Other info: Collaborative team environment with ongoing mentoring from experienced professionals.
- Why this job: Accelerate your career in wealth management while helping clients achieve their financial goals.
- Qualifications: 12-18 months experience in financial services and studying towards Level 4 Diploma.
The predicted salary is between 35000 - 45000 £ per year.
A highly respected and rapidly expanding wealth management and financial planning firm in London is seeking an ambitious Associate Wealth Manager to join its growing team.
This is an outstanding opportunity for an individual with 12–18 months’ experience within wealth management, financial planning, or financial services who is actively studying towards, or nearing completion of, the Level 4 Diploma in Regulated Financial Planning.
Working alongside experienced advisers and planners, you will gain exposure to high-quality financial planning, client relationship management, investment strategies, retirement planning, and wealth preservation solutions for private clients.
The Opportunity
You will play a key role in supporting senior advisers while developing your own technical knowledge and client-facing capabilities. The firm is committed to investing in future talent and offers a clear pathway towards becoming a fully qualified Financial Planner.
Key Responsibilities
- Support Wealth Managers in delivering holistic financial planning advice
- Attend client meetings and assist with ongoing relationship management
- Prepare suitability reports and client review documentation
- Conduct technical research across pensions, investments, protection, and tax planning
- Liaise with clients, providers, and professional introducers
- Assist with portfolio reviews and financial planning recommendations
- Maintain accurate client records and ensure regulatory compliance
- Develop your own client management and advisory skills through structured mentoring
About You
- 12–18 months’ experience within wealth management, financial planning, financial advice, or a related financial services environment
- Currently studying towards the Level 4 Diploma or close to completion
- Strong communication and interpersonal skills
- Excellent attention to detail and organisational ability
- Genuine passion for financial planning and helping clients achieve their goals
- Professional, proactive, and client-focused approach
- Experience supporting Financial Planners or Wealth Managers
- Knowledge of pensions, investments, protection, and retirement planning
- Experience using financial planning or CRM systems
What’s on Offer
- Competitive salary package
- Performance-related bonus
- Full study support towards Chartered status
- Structured career progression into an advisory role
- Ongoing mentoring from experienced Wealth Managers
- Exposure to high-net-worth and affluent private clients
- Collaborative and supportive team environment
- Modern London office location
This role is ideal for an ambitious individual looking to accelerate their career within a progressive wealth management business that genuinely invests in the development of its people.
Contact Details:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team
