At a Glance
- Tasks: Build client relationships and learn financial planning fundamentals in a dynamic environment.
- Company: Amicus, a forward-thinking firm in Wealth Management.
- Benefits: Structured development programme, mentoring, and performance-related bonuses.
- Other info: Join a competitive team and enjoy clear progression pathways.
- Why this job: Kickstart your career in Wealth Management with hands-on experience and professional qualifications.
- Qualifications: Strong A-Levels or degree, evidence of achievement, and interest in finance.
The predicted salary is between 26000 - 27000 £ per year.
Build a career in Wealth Management. Amicus is hiring ambitious graduates to join our Adviser Academy Programme, a structured pathway designed to develop future Wealth Advisers. You’ll gain hands‑on commercial experience, complete industry qualifications, and learn how to build long‑term client relationships in a high‑performance advice environment.
This role is suited to people who enjoy targets, learning quickly, and being coached, while holding themselves to high professional standards.
What you’ll learn to do:
- Prospect and build relationships, speak with prospective clients (outbound calls and other approved channels) to introduce our services and book meetings.
- Develop client and commercial skills, learn how to qualify leads, handle objections, and build long‑term pipelines.
- Support the advice process, observe and learn financial planning fundamentals, including fact finding and client documentation (under supervision).
- Build technical knowledge, progress through FCA‑recognised qualifications with structured study support.
- Work in a high‑performance team, contribute to team goals, take feedback well, and improve continuously.
The programme is suited to people who are:
- Competitive and motivated by achievement (and rewarded for performance).
- Resilient and able to handle rejection constructively.
- Confident communicating with new people and building rapport quickly.
- Hard‑working and disciplined in a fast‑paced environment.
- Coachable, you actively seek feedback and apply it.
- Career‑driven and ready to take ownership of your progression.
- Professional and ethical, you do the right thing, even when it’s harder.
About You:
What you can expect:
- A structured development programme with clear milestones.
- Mentoring, training and coaching from experienced Advisers and leaders.
- Professional qualifications funded (subject to programme requirements).
- A transparent progression pathway for strong performers.
- Performance‑related bonus opportunities.
- Exposure to a high‑quality client proposition and a growing business.
Entry Requirements:
- Strong A‑Levels or a degree (any discipline considered).
- Evidence of achievement (work, sport, leadership, entrepreneurial activity, etc.).
- Interest in wealth management and financial advice (experience not essential).
Trainee Financial Advisor Programme in London employer: Seven Investment Management LLP
Amicus is an exceptional employer for aspiring financial professionals, offering a structured Trainee Financial Advisor Programme that combines hands-on experience with industry qualifications. Our supportive work culture fosters continuous learning and development, with mentoring from experienced advisers and clear pathways for career progression. Located in a dynamic environment, we reward high performance with competitive bonuses and provide a platform for ambitious graduates to thrive in the wealth management sector.
Contact Details:
Seven Investment Management LLP Recruitment Team
