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