This is an outstanding opportunity for an ambitious and commercially driven individual to begin a long-term career in wealth management, working closely with private clients on tailored investment strategies and holistic financial planning. As a Wealth Management Trainee, you will join a structured development programme designed to equip you with the technical knowledge, regulatory understanding, and client-facing skills required to succeed in a highly regulated environment. You will work alongside experienced Wealth Managers and Senior Advisors, gaining hands-on exposure to live client portfolios, financial planning discussions, and regulated advisory processes. A core element of this role is developing a strong understanding of regulation and compliance. You will learn how regulatory frameworks underpin all client advice, from suitability assessments to ongoing portfolio reviews. Candidates with prior knowledge of the Financial Conduct Authority and Prudential Regulation Authority will be at a strong advantage, as this position operates within a highly governed financial services environment. You will support client meetings, assist in building investment strategies aligned to individual objectives, and contribute to long-term financial planning solutions across investments, pensions, protection, and wealth preservation. As your competence develops, you will progressively take on greater responsibility, moving towards managing client relationships independently. With offices in London, Manchester, and Cardiff, the role also offers longer-term opportunities for cross-office collaboration, regional exposure, and internal mobility as your career progresses. Career Progression Timeline Year 1 Foundation & Regulatory Training Structured onboarding and intensive training in wealth management fundamentals Develop a strong understanding of regulation, compliance, and client suitability Support senior Wealth Managers in client meetings and portfolio reviews Begin working towards relevant professional qualifications with full study support Salary & Package (Progressive by Experience) Year 1 (Trainee Foundation Level): £38,000 £42,000 base salary discretionary bonus full study support and qualification sponsorship Year 2 Client Exposure & Advisory Development Increased responsibility in client interactions and financial planning discussions Assist in constructing and reviewing investment portfolios for private clients Apply regulatory knowledge in real-world advisory scenarios Progress further through professional qualifications and technical development Year 2 (Trainee Client & Advisory Development): £45,000 £52,000 base salary increased performance-related bonus continued professional development and regulatory training Year 3 Junior Wealth Manager Pathway Manage a portfolio of clients under supervision Lead client reviews and contribute to strategic investment decisions Demonstrate strong regulatory, ethical, and commercial judgement Clear pathway into a Junior Wealth Manager or Associate Advisor role Year 3 (Junior Wealth Manager / Associate Advisor): £55,000 £65,000 base salary enhanced bonus and incentive structure eligibility for client book participation Location weighting applies for London, with regional adjustments for Manchester and Cardiff while remaining highly competitive in each market. What We Offer Market-leading trainee salary with guaranteed annual progression Performance-related bonuses that increase with responsibility Full sponsorship towards relevant professional qualifications, including exam fees, structured study support, and ongoing regulatory training Continuous mentoring from experienced Wealth Managers Exposure to private and high-net-worth clients Modern offices in London (Liverpool Street), Manchester, and Cardiff Long-term career progression into advisory and senior wealth management roles Why Apply? This is not a standard graduate role. It is a high-calibre entry point into wealth management, designed for individuals who want accelerated progression, strong earnings growth, and a regulated, respected career path working with private clients.