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Open nowFirst seen 3 days ago

Trainee Wealth Manager

RGH-Global Limited607 open roles

Pay
£29,000 – £33,000 a year
Where
London, United Kingdom
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Your applicationOpen nowTrainee Wealth ManagerRGH-Global Limited · London, United Kingdom

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

Trainee Wealth Manager

Location: Central London (Hybrid)

Salary: £29,000 – £33,000 + bonus

An established and growing London-based wealth management firm is seeking a Trainee Wealth Manager to join its advisory team.

This opportunity is ideal for an ambitious individual looking to progress their career within financial planning. The firm offers a structured development pathway towards Chartered status, supported by formal training, exam support and hands-on experience alongside senior advisers.

The business provides holistic financial planning and investment advice to private clients and has experienced significant growth in recent years.

The Role

Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression towards becoming a fully qualified Wealth Manager.

This position would suit someone with an entrepreneurial mindset, strong technical foundations and a genuine passion for helping clients achieve their financial goals.

Key responsibilities include (but are not limited to):

  • Attending client meetings alongside Wealth Managers
  • Managing and completing post-meeting action points
  • Carry forward, Annual Allowance and Lifetime Allowance calculations
  • Investment research and analysis
  • Preparing detailed cashflow modelling reports
  • Responding to client queries (technical and administrative)
  • Identifying cross-referral and business development opportunities within existing client relationships
  • Managing workflow through CRM systems and internal tracking tools

Candidate Profile

This is a challenging and rewarding role suited to a confident, motivated and highly organised individual who enjoys taking initiative and working in a client-focused environment.

Essential experience and skills:

  • Minimum of 2 years experience within a Wealth Management or Financial Planning environment
  • Started studying CII R0 exams (or equivalent progress towards Diploma)
  • Strong technical knowledge across pensions, investments and financial planning
  • High attention to detail
  • Strong interpersonal and communication skills
  • Professional, proactive and positive attitude
  • Ability to manage multiple priorities effectively

Benefits

The firm offers a supportive and collaborative culture with a strong focus on wellbeing and professional development. Benefits include:

  • Structured training and support towards Chartered Financial Planner status
  • Performance-related bonus
  • Competitive pension scheme
  • Private Medical Insurance (funded)
  • Employee Assistance Programme (including GP access and wellbeing support)
  • Generous holiday allowance, including additional leave over the Christmas period
  • Additional service-related holiday entitlement
  • Regular team and company social events
  • Hybrid working arrangements
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