Trainee Financial Adviser

Associate Wealth Manager - Pathway to Advice Location: 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 Managers Managing follow-up actions and ongoing client servicing Supporting with technical calculations (pensions, allowances, etc.) Investment research and analysis Preparing cashflow models and planning reports Handling client queries (technical and administrative) Identifying opportunities within existing client relationships Managing workflow through internal systems and trackers About You Experience within a wealth management / financial planning environment Minimum of 2 RO ..... full job details .....