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- Tasks: Support client relationships and assist in financial planning alongside experienced Wealth Managers.
- Company: Dynamic wealth management firm in Central London with a focus on growth and development.
- Benefits: Competitive salary, performance bonuses, private medical insurance, and generous holiday allowance.
- Why this job: Kickstart your career in finance with structured training towards Chartered status and hands-on experience.
- Qualifications: Minimum 2 years in Wealth Management and progress towards CII R0 exams required.
- Other info: Enjoy a collaborative culture with hybrid working and regular team events.
The predicted salary is between 29000 - 33000 £ per year.
An established and growing London-based wealth management firm is seeking a Trainee Wealth Manager to join its advisory team. This opportunity is ideal for an ambitious individual looking to progress their career within financial planning. The firm offers a structured development pathway towards Chartered status, supported by formal training, exam support and hands-on experience alongside senior advisers. The business provides holistic financial planning and investment advice to private clients and has experienced significant growth in recent years.
The Role
Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression towards becoming a fully qualified Wealth Manager. This position would suit someone with an entrepreneurial mindset, strong technical foundations and a genuine passion for helping clients achieve their financial goals.
Key responsibilities include (but are not limited to):
- Attending client meetings alongside Wealth Managers
- Managing and completing post-meeting action points
- Carry forward, Annual Allowance and Lifetime Allowance calculations
- Investment research and analysis
- Preparing detailed cashflow modelling reports
- Responding to client queries (technical and administrative)
- Identifying cross-referral and business development opportunities within existing client relationships
- Managing workflow through CRM systems and internal tracking tools
Candidate Profile
This is a challenging and rewarding role suited to a confident, motivated and highly organised individual who enjoys taking initiative and working in a client-focused environment.
Essential experience and skills:
- Minimum of 2 years experience within a Wealth Management or Financial Planning environment
- Started studying CII R0 exams (or equivalent progress towards Diploma)
- Strong technical knowledge across pensions, investments and financial planning
- High attention to detail
- Strong interpersonal and communication skills
- Professional, proactive and positive attitude
- Ability to manage multiple priorities effectively
Benefits
The firm offers a supportive and collaborative culture with a strong focus on wellbeing and professional development. Benefits include:
- Structured training and support towards Chartered Financial Planner status
- Performance-related bonus
- Competitive pension scheme
- Private Medical Insurance (funded)
- Employee Assistance Programme (including GP access and wellbeing support)
- Generous holiday allowance, including additional leave over the Christmas period
- Additional service-related holiday entitlement
- Regular team and company social events
- Hybrid working arrangements
Trainee Wealth Manager in London employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Wealth Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or network, have a quick introduction ready that highlights your passion for financial planning and your journey towards becoming a Wealth Manager. Keep it concise but impactful!
✨Tip Number 3
Showcase your skills! If you’ve got experience with cashflow modelling or investment research, bring it up in conversations. Share examples of how you’ve helped clients or tackled challenges in previous roles. This will set you apart from the crowd!
✨Tip Number 4
Apply through our website! We’re always on the lookout for ambitious individuals like you. Make sure to check out our careers page regularly and submit your application directly. It’s the best way to get noticed by our hiring team!
We think you need these skills to ace Trainee Wealth Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Wealth Manager role. Highlight any relevant experience in wealth management or financial planning, and don’t forget to showcase your strong technical knowledge!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for helping clients achieve their financial goals and explain why you’re excited about this opportunity. Keep it professional but let your personality come through!
Showcase Your Initiative: We love candidates who take the initiative! In your application, mention any projects or experiences where you’ve gone above and beyond. This could be anything from managing client relationships to conducting investment research.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Familiarise yourself with key concepts like pensions, investments, and cashflow modelling. This will not only help you answer technical questions but also show your genuine interest in the role.
✨Show Your Passion
During the interview, express your enthusiasm for helping clients achieve their financial goals. Share any relevant experiences or stories that highlight your commitment to client service. A positive attitude can really set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask your interviewers. This could be about the firm's approach to client relationships or how they support professional development. It shows you're engaged and serious about the opportunity.
✨Demonstrate Organisational Skills
Since the role requires managing multiple priorities, be prepared to discuss how you stay organised. You might want to share specific tools or methods you use to keep track of tasks and deadlines, which will demonstrate your ability to handle the workflow effectively.
