Trainee Financial Adviser​/Associate Wealth Manager

Are you looking to progress your career towards becoming a fully qualified Financial Adviser or Wealth Manager?

An exciting opportunity has arisen for a Trainee Financial Adviser / Associate Wealth Manager to join a growing and highly regarded Wealth Management firm with over £1 billion in Funds Under Management
.

This is an excellent opportunity for someone with existing Wealth Management or Financial Planning experience who is looking to develop their technical knowledge, gain further qualifications and progress towards becoming a Chartered Financial Planner
.

The Role

Working alongside a Senior Wealth Manager and their growing team, you will receive structured training and development while continuing your journey towards becoming a fully qualified Wealth Manager.

The role will include:

• Attending client meetings alongside Wealth Managers
• Managing actions arising from client meetings
• Carry Forward, Annual Allowance and Lifetime Allowance calculations
• Investment analysis and research
• Preparing detailed cash-flow modelling
• Responding to technical and administrative client enquiries
• Identifying opportunities and referrals from existing clients
• Managing workflow through Salesforce and internal business trackers

About You

We are looking for someone who has:

• Relevant experience within a Wealth Management or Financial Planning environment
• At least 2 RO exams passed, or currently working towards a Diploma in Financial Services
• A genuine interest in progressing into a Financial Adviser / Wealth Manager position
• Excellent attention to detail
• Strong communication and interpersonal skills
• A proactive, professional and positive approach
• The ability to work independently and use their own initiative
• A strong desire to develop their career within Wealth Management

What's on Offer

• £29,000 - £33,000 salary, dependent on exams passed
• Bonus scheme
• Structured training and development programme
• Clear career progression
• Opportunity to work towards becoming a Chartered Financial Planner
• 21 days holiday plus 3 additional days between Christmas and New Year
• 12 Family Friday half-days per year
• Additional holiday based on length of service
• Competitive pension scheme
• Funded Private Medical Insurance
• Employee Assistance Programme
• Gym membership and financial wellbeing benefits
• Daily breakfast in the office
• Regular team and company-wide social events

If you are currently working in Financial Planning, Wealth Management or Adviser Support and are looking for the next step towards becoming a Financial Adviser or Wealth Manager, this could be an excellent opportunity for you.