Associate Wealth Adviser

6 days ago

London Area, United Kingdom Atlas Wealth Full time £33,000 - £50,000 per year

We're Hiring: Associate Wealth Adviser | London, UK (Knightsbridge Office)

About Atlas Wealth

Atlas Wealth is a London-based wealth management firm dedicated to providing bespoke financial guidance to high-net-worth individuals. Our mission is to deliver intelligent, tailored advice that empowers clients to achieve their financial goals with confidence.

We're growing, and we're looking for a motivated and detail-oriented Associate Wealth Adviser to join our dynamic team. This is an excellent opportunity for someone with a passion for finance and client service who's eager to develop into a full Adviser role.

The Role

As an Associate Adviser, you'll play a key role in supporting our senior advisers and clients. You'll assist with investment analysis, prepare reports and proposals, and help manage day-to-day client relationships, ensuring we continue to deliver the exceptional service our clients expect.

This role is ideal for an individual looking to advance their career in wealth management, with a clear pathway and support to become a fully qualified Adviser.

 
Location:

Knightsbridge, London (3-4 days per week in the office).

 
Compensation:

£33,000 base salary, equity & a performance-related bonus.

Key Responsibilities

  • Investment & Strategy Support:
     Prepare comprehensive investment and strategy reports, proposals, and annual advice reviews.
  • Client Service Excellence:
     Support senior advisers with client meetings, respond to client queries, and maintain clear and professional communication.
  • Professional Development:
     Participate in structured training designed to prepare you for an Adviser position, including exposure to investment strategy, client management, and compliance processes.
  • Operational Management:
     Oversee day-to-day client management processes, ensuring smooth operations and flawless execution.
  • Market Communications:
     Support in creating client communications, market digests, and updates on financial and tax developments.

About You

  • Strong knowledge and experience in investment management.
  • Professional qualifications such as IAD, IMC, or CFA are highly desirable.
  • Experience working with private clients or in a client-facing role.
  • Excellent communication and relationship management skills.
  • High attention to detail and strong analytical ability.
  • Familiarity with CRM systems (e.g. Salesforce, ) and Microsoft Office.
  • A proactive mindset and the ability to work independently or as part of a team.

What We Offer

  • A clear and supported pathway to becoming a Wealth Adviser.
  • Hybrid work model 3–4 days in our Knightsbridge office, with flexibility.
  • £33,000 base salary, equity & bonus based on performance.
  • A collaborative, growth-oriented environment within a respected partner firm.
  • Opportunities for professional development and qualification support.

How to Apply

If you're ready to take the next step in your career, we'd love to hear from you.

Please send your CV and a brief cover letter explaining your experience and interest in the role to

Atlas Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

  • Associate Wealth Adviser

    6 days ago

    London, United Kingdom Apollo Private Wealth Full time

    **About the job**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you have started your Level 4 but haven't finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you...

  • Wealth Management Associate

    1 week ago

    London Area, United Kingdom Confido Wealth Full time £25,000 - £35,000 per year

    Job Title: Wealth Management Associate (Trainee Advisor)Location: Hybrid – WFH and Bank, LondonReports to: Managing Director & Practice ManagerSalary Expectation: £25-35k (Commission Based)OverviewWe are currently recruiting for a Wealth Management Associate to work directly underneath the Managing Director. The purpose of this role is to provide support...

  • Private Wealth Adviser

    2 weeks ago

    London Area, United Kingdom Skybound Wealth Management Full time £30,000 - £60,000 per year

    Private Wealth Adviser (Progression Pathway Role)Location:European OfficesStart Date:April 2026Training Programme:1 Week Adviser Training Course in London Office (on commencement) followed by integration into the Adviser desk with ongoing training and mentorship from Team Leaders.Company OverviewSkybound Wealth Management is a global financial advisory firm...

  • Private Wealth Adviser – Athletes

    6 days ago

    London Area, United Kingdom Skybound Wealth Management Full time

    Private Wealth Adviser – Athletes & Creators DivisionAbout UsSkybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, UAE, and Asia. We deliver bespoke advice to internationally mobile clients, backed by specialist teams in financial planning, wealth creation, and investment management.In 2025, we...

  • Wealth Adviser

    2 weeks ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: Your career is our priority. Do you have entrepreneurial spirit? Do you have unwavering drive and work ethic? Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management? We have extensive experience in developing individuals into business owners...

  • Private Wealth Adviser

    2 days ago

    London, United Kingdom Skybound Wealth Management Full time

    **Private Wealth Adviser - Athletes & Creators Division**: **About Us** Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, UAE, and Asia. We deliver bespoke advice to internationally mobile clients, backed by specialist teams in financial planning, wealth creation, and investment...

  • Private Wealth Adviser

    2 days ago

    London, United Kingdom Skybound Wealth Management Full time

    **Private Wealth Adviser - Athletes & Creators Division** **About Us** - Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Europe, Switzerland, UAE, and Asia. We deliver bespoke advice to internationally mobile clients, backed by specialist teams in financial planning, wealth creation, and investment...

  • Senior Associate – Wealth

    1 week ago

    London Area, United Kingdom Howard Kennedy LLP Full time £60,000 - £120,000 per year

    The roleThis is an excellent opportunity for a talented Senior Associate to join our highly regarded Wealth and Succession team with our Private Client department.Our Private Client Department helps High Net Worth/Ultra High Net Worth individuals, their families and advisers with their tax and estate planning. Clients include entrepreneurs, business owners,...

  • Graduate Associate

    2 weeks ago

    London, United Kingdom Skybound Wealth Management Full time

    **Graduate Associate** Skybound Wealth Management **London** Skybound Wealth Management has achieved significant success by developing talented Financial Advisers from within the organisation. In fact, 48% of the company’s revenue is generated by individuals who have progressed into Financial Adviser roles through internal promotions. As part of our...

  • Wealth Management Associate

    6 days ago

    London, United Kingdom IDEX Consulting Full time

    Job description A leading global law firm is seeking a talented Wealth Management Associate (2-5 years' PQE) to join its highly regarded Private Client / Wealth Management practice in London. The successful candidate will play a pivotal role in advising high-net-worth individuals, family offices, trustees, and financial institutions on complex cross-border...