Full job descriptionGraduate Trainee – Wealth ManagementLondon (City) / Hybrid | £25,000–£30,000 + Full Study Support + Discretionary Bonus
A boutique, independent Wealth Management firm based in the City is seeking an ambitious graduate who wants to build a genuine long-term career in financial planning and wealth management — not just take a job.
The Role
This is a true entry-level position with a clear, structured development pathway. You’ll begin in Adviser Support, gaining hands-on experience across pensions, investments and protection, while working closely with Advisers who support a high-net-worth client base.
Your responsibilities will include:
*Handling Letters of Authority (LOAs) and liaising with third-party providers
*Onboarding new business and ensuring documentation is fully FCA compliant
*Preparing client meeting documentation using FE Analytics
*Taking on increasing responsibility as your knowledge and experience grow
Your Development
The firm is fully committed to your progression, offering:
*Full study support toward the Level 4 Diploma
*Ongoing mentoring from experienced professionals
*A defined progression route into a Trainee Paraplanner role
*A close-knit, supportive team invested in your long-term growth
About You
*Excellent communication skills, with the confidence to liaise with internal and external stakeholders
*A genuine eye for detail and accuracy
*Willing to start at the bottom and progress the traditional way within an IFA structure
*Internship or work experience in Wealth Management (or similar) is a requirement
Opportunities like this in boutique IFA firms don’t come around often — if you’re serious about a career in Wealth Management, apply ASAP.
Apply now or contact Joanna at Financial Divisions directly