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 hiring their next cohort of Associate Wealth Managers 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