Trainee Financial Adviser
Job in
City, Vale of Glamorgan, EC1A2, Wales, UK
Listed on 2026-06-15
Listing for:
Ellis James Partners Ltd
Full Time, Apprenticeship/Internship
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
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
- Experience with in a wealth management / financial planning environment
- Minimum of 2 RO exams (or equivalent)
- Strong attention to detail and organisational skills
- Confident communicator with a professional approach
- Motivated, proactive, and keen to progress into an advisory role
- Clear pathway to becoming a Chartered Financial Planner
- Exposure to high-quality clients and experienced advisers
- Strong internal support and training structure
- A collaborative, social, and high-performing team environment
- Competitive bonus structure
- Hybrid working
- Pension scheme
- Private medical cover
- Employee wellbeing support (including GP access, discounts, gym benefits)
- Additional time off including:
- Extra days over Christmas
- Monthly early finish ("Family Friday")
- Additional leave with service
- Regular team socials and company events
- Daily breakfast in the office
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