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:

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• Handling Letters of Authority (LOAs) and liaising with third-party providers
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• Onboarding new business and ensuring documentation is fully FCA compliant
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• Preparing client meeting documentation using FE Analytics
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• Taking on increasing responsibility as your knowledge and experience grow
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Your Development

The firm is fully committed to your progression, offering:

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• Full study support toward the Level 4 Diploma
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• Ongoing mentoring from experienced professionals
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• A defined progression route into a Trainee Paraplanner role
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• A close-knit, supportive team invested in your long-term growth
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About You

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• Excellent communication skills, with the confidence to liaise with internal and external stakeholders
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• A genuine eye for detail and accuracy
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• Willing to start at the bottom and progress the traditional way within an IFA structure
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• Internship or work experience in Wealth Management (or similar) is a requirement
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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