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.

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

• 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

• 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

• 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