Trainee Wealth Adviser — Path to Chartered Planner; Hybrid
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-06-23
Listing for:
Ellis James Partners Ltd
Full Time, Apprenticeship/Internship
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: City Of London
Ellis James Partners Ltd is seeking an Associate Wealth Manager to accelerate your path toward becoming a Chartered Financial Planner. You will work closely with experienced Wealth Managers, gaining hands-on exposure to client work while progressing through a well-supported training program.
The role includes attending client meetings, managing client servicing, and conducting investment research. This position offers competitive benefits, including hybrid working, regular team events, and employee wellbeing support.
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