Trainee Wealth Manager
4 days ago
Are you looking to launch your career in financial planning? We have an exciting opportunity for a Trainee Wealth Manager to join our team. Salary: £28,000 - £32,000 per annum.
This is a fantastic opportunity to develop your skills and knowledge in financial planning, working with experienced trainers and consultants. Our structured program includes hands-on experience, mentorship, and technical training across a range of financial subjects.
To be successful in this role, you will need:
- Up to 3 years' experience in sales, banking, mortgages, or customer service (required)
- Up to 2 years' experience in a financial services-related role (desirable)
- Genuine interest in financial planning and delivering great client outcomes
- Excellent literacy, numeracy, and communication skills
- A full, clean UK driving license
- Commitment to undergoing and clearing DBS checks
The Program Structure
Our Trainee Wealth Manager program is designed to provide you with the knowledge and skills needed to succeed in financial planning. The program consists of two stages:
- Stage 1 (9 months): Gain hands-on experience in paraplanning and client-facing activities, complete R01-R05 exams, and participate in training sessions and complete monthly assignments.
- Stage 2 (3 months): Attend technical training across a range of financial subjects, complete the R06 exam, and join client meetings weekly and support our consultancy team.
Benefits You'll Receive
As a trainee wealth manager, you'll enjoy a range of benefits, including:
- Career Growth: Clear progression path within a national wealth management business
- Support: Access to specialist teams for technical and investment guidance
- Well-being: Group pension, life assurance, income protection, and health cash plan
- Team Spirit: Join a vibrant culture with regular social events and charity fundraisers
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