Wealth Management Trainee
You’ll be supported from day one, learning from experienced colleagues while gaining hands‑on experience.
What youll need
* Right to work in the UK from your start date.
* England & Wales: Level 4+ GCSE English & Maths.
* Minimum of 96 UCAS points.
* Scotland: 4 Highers, grade B or above, including English & Maths.
* Note: this role is not suitable if you are currently studying for, or already hold, an undergraduate or master’s degree.
Why Azets Early Careers?
* Learning Opportunities: First‑class training plus support to complete your qualification, study days, mentoring, and buddy support.
* Supportive Network: Managers and peer network creating a collaborative, encouraging environment.
* Fun & Dynamic Culture: Social engagement, community involvement, and exciting work experiences.
Joining our Wealth Management team
What is Wealth Management?
Our Wealth Management team helps individuals and businesses plan for their financial futures. As a Wealth Management Associate, you’ll rotate through key departments, gaining hands‑on experience across administration, paraplanning, client services, compliance, and more. This is a unique opportunity to build a well‑rounded foundation in financial planning and advisory.
Your role as a Wealth Management Associate
* Administration: Support client record management, document processing, and office operations.
* Paraplanning: Assist in preparing client reports, financial plans, and investment strategies.
* Client Services: Engage with clients to address inquiries and provide exceptional service.
* Trainee Advising: Shadow advisors in meetings and assist with financial assessments and recommendations.
* Compliance: Learn about regulatory requirements and the importance of protecting client interests.
* Employee Benefits: Explore group pensions, risk products, and healthcare solutions for corporate clients.
* Project Management: Contribute to initiatives that improve operational efficiency and planning.
Your Training & Support
You’ll receive structured training across all areas of wealth management, with support from experienced mentors and access to digital tools. This rotational programme is designed to help you discover your strengths and shape your future career path.
You’ll build skills in financial planning, client communication, compliance, and project delivery, preparing you for a successful career in financial services.
Qualifications
This role will include a Business Admin apprenticeship and may follow a pathway toward financial planning qualifications such as the CII Diploma in Regulated Financial Planning, with opportunities to specialise in paraplanning, advising, or employee benefits.
Inclusion & Accessibility
We are proud to be a Mindful Employer and Disability Confident Employer. Creating an inclusive workplace isn’t just a statement – it’s something we live every day.
At Azets, we value diverse backgrounds, perspectives, and experiences. Even if your experience doesn’t tick every box, we’d still love to hear from you – you might be a great fit for another opportunity.
earlycareersrecruitment@azets.co.uk
Our Benefits for Early Careers
Everything you need to grow your skills, feel supported, and enjoy life while you train.
Study Support & Exams
Fully funded qualifications, paid study leave and exam fees, plus mentoring and a dedicated buddy to support you through training.
Wellbeing & Support
24/7 GP access, mental health support, Employee Assistance Programme, and a friendly, inclusive workplace culture that puts people first.
Life Outside Work
Flexible and hybrid working, time off on your birthday, holiday purchase scheme, discounts and perks platform, and community volunteering days.
Career Progression
Clear career pathways, structured training plans, mentoring from experienced colleagues, and real responsibility from day one.
FlexHub
Customise your benefits package to suit your needs – from health plans to lifestyle perks.
Move forward with confidence.
At Azets, our purpose is to improve the lives of our clients, colleagues and communities, in a sustainable way.
4000+ Colleagues
70 Locations
Top 10 UK Firm
80,000+ Clients
Curious about life at Azets? Meet our people.
J-18808-Ljbffr