Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Gain hands-on experience in wealth management through rotations in key departments.
- Company: Join Azets, a supportive and inclusive employer with a fun culture.
- Benefits: Enjoy fully funded qualifications, flexible working, and 24/7 wellbeing support.
- Other info: Be part of a diverse team that values your unique background and perspective.
- Why this job: Kickstart your finance career with structured training and real responsibilities from day one.
- Qualifications: Minimum 2:2 undergraduate degree and right to work in the UK.
The predicted salary is between 28000 - 42000 £ per year.
Wealth Management Graduate, Edinburgh, Autumn 2026
Be among the first 25 applicants.
Why Azets Early Careers?
- Learning Opportunities: First‑class training plus support to complete your qualification, study days, mentoring, and buddy support.
- Supportive Network: Managers and peer network creating a collaborative, encouraging environment.
- Fun & Exciting Culture: Social engagement, community involvement, and exciting work experiences.
Joining our Wealth Management team
Our Wealth Management team helps individuals and businesses plan for their financial futures. As a Wealth Management Associate, you’ll rotate through key departments, gaining hands‑on experience across administration, paraplanning, client services, compliance, and more. This is a unique opportunity to build a well‑rounded foundation in financial planning and advisory.
Your role as a Wealth Management Associate
- Administration: Support client record management, document processing, and office operations.
- Paraplanning: Assist in preparing client reports, financial plans, and investment strategies.
- Client Services: Engage with clients to address inquiries and provide exceptional service.
- Trainee Advising: Shadow advisors in meetings and assist with financial assessments and recommendations.
- Compliance: Learn about regulatory requirements and the importance of protecting client interests.
- Employee Benefits: Explore group pensions, risk products, and healthcare solutions for corporate clients.
- Project Management: Contribute to initiatives that improve operational efficiency and planning.
Training & Support
You’ll receive structured training across all areas of wealth management, with support from experienced mentors and access to digital tools. This rotational programme is designed to help you discover your strengths and shape your future career path.
You’ll build skills in financial planning, client communication, compliance, and project delivery, preparing you for a successful career in financial services.
Qualifications
This role may follow a pathway toward financial planning qualifications such as the CII Diploma in Regulated Financial Planning, with opportunities to specialise in paraplanning, advising, or employee benefits.
Inclusion & Accessibility
We are proud to be a Mindful Employer and Disability Confident Employer. Creating an inclusive workplace isn’t just a statement – it’s something we live every day.
At Azets, we value diverse backgrounds, perspectives, and experiences. Even if your experience doesn’t tick every box, we’d still love to hear from you – you might be a great fit for another opportunity.
Benefits for Early Careers
- S & Study Support & Exams: Fully funded qualifications, paid study leave and exam fees, plus mentoring and a dedicated buddy to support you through training.
- Wellbeing & Support: 24/7 GP access, mental health support, Employee Assistance Programme, and a friendly, inclusive workplace culture that puts people first.
- Life Outside Work: Adaptable and hybrid working, time off on your birthday, holiday purchase scheme, discounts and perks platform, and community volunteering days.
- Career Progression: Clear career pathways, structured training plans, mentoring from experienced colleagues, and real responsibility from day one.
- FlexHub: Customise your benefits package to suit your needs – from health plans to lifestyle perks.
Requirements
- Right to work in the UK from your start date.
- Minimum 2:2 undergraduate degree.
Job Details
- Seniority level: Internship
- Employment type: Full‑time
- Job function: Finance and Sales
- Industries: Technology, Information and Internet
#J-18808-Ljbffr
Wealth Management Graduate, Edinburgh, Autumn 2026 employer: TargetJobs UK
Contact Detail:
TargetJobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Graduate, Edinburgh, Autumn 2026
✨Tip Number 1
Network like a pro! Reach out to current employees at Azets on LinkedIn or attend industry events. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for interviews by practising common questions related to wealth management. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Show your passion for financial planning! During interviews, share your thoughts on current trends in wealth management and how you can contribute to the team at Azets.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining the Azets family.
We think you need these skills to ace Wealth Management Graduate, Edinburgh, Autumn 2026
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth Management role. Highlight any relevant coursework, internships, or projects that showcase your understanding of financial planning and client services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Soft Skills: In wealth management, communication and teamwork are key. Make sure to mention any experiences where you've demonstrated these skills, whether through group projects, volunteering, or part-time jobs.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s straightforward and ensures your application gets to the right people quickly!
How to prepare for a job interview at TargetJobs UK
✨Know Your Wealth Management Basics
Before the interview, brush up on key concepts in wealth management. Understand the basics of financial planning, investment strategies, and client services. This will not only show your interest but also help you engage in meaningful conversations during the interview.
✨Showcase Your Soft Skills
In a role that involves client interaction, soft skills are crucial. Be prepared to discuss examples of how you've effectively communicated or resolved conflicts in the past. Highlighting your ability to work collaboratively will resonate well with their supportive network culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the rotational programme and training opportunities. This shows your enthusiasm for learning and growth within the company. Asking about their approach to compliance and client service can also demonstrate your understanding of the industry.
✨Emphasise Your Adaptability
Since the role involves rotating through various departments, emphasise your adaptability and eagerness to learn. Share experiences where you've successfully adjusted to new environments or tasks, showcasing your readiness for the dynamic nature of the position.