Trainee Financial Adviser
other jobs Ellis James Partners Limited Job
Added before 6 Days
- England,London,City of London
- Full Time, Permanent
- Salary negotiable
Job Description:
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
About You
*Experience within 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
Why This 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
Benefits
*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
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
About You
*Experience within 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
Why This 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
Benefits
*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
Job number 3597611
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