Trainee Financial Adviser
Location
Candlewick, City and County of the City of London
Job Type
Full-time
Category
other-general
Posted
June 20, 2026
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 ...
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 ...