Trainee Wealth Manager

Trainee Wealth Manager

Location: Central London (Hybrid)

Salary: £29,000 – £33,000 + bonus

An established and growing London-based wealth management firm is seeking a Trainee Wealth Manager to join its advisory team. This opportunity is ideal for an ambitious individual looking to progress their career within financial planning. The firm offers a structured development pathway towards Chartered status, supported by formal training, exam support and hands‑on experience alongside senior advisers. The business provides holistic financial planning and investment advice to private clients and has experienced significant growth in recent years.

The Role

Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression towards becoming a fully qualified Wealth Manager. This position would suit someone with an entrepreneurial mindset, strong technical foundations and a genuine passion for helping clients achieve their financial goals.

Key responsibilities include (but are not limited to)

• Attending client meetings alongside Wealth Managers
• Managing and completing post‑meeting action points
• Carry forward, Annual Allowance and Lifetime Allowance calculations
• Investment research and analysis
• Preparing detailed cash‑flow modelling reports
• Responding to client queries (technical and administrative)
• Identifying cross‑referral and business development opportunities within existing client relationships
• Managing workflow through CRM systems and internal tracking tools

Candidate Profile

This is a challenging and rewarding role suited to a confident, motivated and highly organised individual who enjoys taking initiative and working in a client‑focused environment.

Essential experience and skills

• Minimum of 2 years experience within a Wealth Management or Financial Planning environment
• Started studying CII R0 exams (or equivalent progress towards Diploma)
• Strong technical knowledge across pensions, investments and financial planning
• High attention to detail
• Strong interpersonal and communication skills
• Professional, proactive and positive attitude
• Ability to manage multiple priorities effectively

Benefits

The firm offers a supportive and collaborative culture with a strong focus on wellbeing and professional development. Benefits include:

• Structured training and support towards Chartered Financial Planner status
• Performance‑related bonus
• Competitive pension scheme
• Private Medical Insurance (funded)
• Employee Assistance Programme (including GP access and wellbeing support)
• Generous holiday allowance, including additional leave over the Christmas period
• Additional service‑related holiday entitlement
• Regular team and company social events
• Hybrid working arrangements

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