Graduate Trainee - Wealth Management London (City) / Hybrid £25,000-£30,000

Graduate 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