Trainee Financial Adviser
Associate Wealth Manager - Pathway to AdviceLocation: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth over the past few years, now managing over £1bn in client assets, while maintaining a genuinely collaborative and supportive culture.The Opportunity This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. You''ll work closely with an experienced Wealth Manager and their team, gaining hands-on exposure to client work while continuing your exams and development through a well-supported training programme (expected 12-18 months) It''s a strong fit for someone who enjoys both the technical side of planning and building toward a client-facing advisory role.To start you off, you will be:Attending client meetings alongside Wealth ManagersManaging follow-up actions and ongoing client servicingSupporting with technical calculations (pensions, allowances, etc.)Investment research and analysisPreparing cashflow models and planning reportsHandling client queries (technical and administrative)Identifying opportunities within existing client relationshipsManaging workflow through internal systems and trackersAbout YouExperience within a wealth management / financial planning environmentMinimum of 2 RO exams (or ..... full job details .....
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