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Permanent

Graduate Trainee - Wealth Management London (City) / Hybrid £25,000-£30,000

Financial Divisions
London
money-bag £25000 Annual
Posted: 16 July 2026 (Today)
Closing date: 15 August 2026
Ref: 3139928562

Graduate Trainee - Wealth ManagementLondon (City) / Hybrid £25,000-£30,000 + Full Study Support + Discretionary BonusA boutique, independent Wealth Management firm based in the City is seeking an ambitious graduate who wants to build a genuine long-term career in financial planning and wealth management - not just take a job.The RoleThis is a true entry-level position with a clear, structured development pathway. You''ll begin in Adviser Support, gaining hands-on experience across pensions, investments and protection, while working closely with Advisers who support a high-net-worth client base.Your responsibilities will include:Handling Letters of Authority (LOAs) and liaising with third-party providersOnboarding new business and ensuring documentation is fully FCA compliantPreparing client meeting documentation using FE AnalyticsTaking on increasing responsibility as your knowledge and experience growYour DevelopmentThe firm is fully committed to your progression, offering:Full study support toward the Level 4 DiplomaOngoing mentoring from experienced professionalsA defined progression route into a Trainee Paraplanner roleA close-knit, supportive team invested in your long-term growthAbout YouExcellent communication skills, with the confidence to liaise with internal and external stakeholdersA genuine eye for detail and accuracyWilling to start at the bottom and progress the traditional way within an IFA structureInternship or work experience in Wealth Management (or ..... full job details .....

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