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

Financial Divisions·London (South East England)
£25 000 – £30 000 / year
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

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

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Original source
reed.co.uk
Posted
Jul 01, 2026 · true date
Last verified
4 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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