Aspiring Wealth Manager: Trainee Adviser to Chartered Planner

Artemis Recruitment Consultants Ltd; Greater London; On-site; GBP 29,000 - 33,000; Full time

Benefits offered by this job

Bonus scheme

Structured training and development

Career progression

Chartered Financial Planner path

Pension scheme

Private medical insurance

Employee assistance programme

Gym membership

Breakfast in office

Team & company events

Job summary

Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser / Associate Wealth Manager to join a growing Wealth Management firm with over £1 billion in Funds Under Management. The role offers structured training toward becoming a Chartered Financial Planner and exposure to client meetings, investment analysis, and cash-flow modelling.

You will work alongside a Senior Wealth Manager, progressing through a clear development plan with a competitive salary and benefits package.

Qualifications

• Experience within Wealth Management or Financial Planning environment.
• At least 2 RO exams passed, or currently working towards a Diploma in Financial Services.
• Excellent communication and interpersonal skills.

Responsibilities

• Attend client meetings with Wealth Managers.
• Manage actions arising from client meetings.
• Carry Forward, Annual Allowance and Lifetime Allowance calculations.
• Investment analysis and research.
• Prepare detailed cash-flow modelling.
• Respond to technical and administrative client enquiries.
• Identify opportunities and referrals from existing clients.
• Manage workflow through Salesforce and internal trackers.

Skills

Wealth management

Financial planning

Client meetings

Communication

Attention to detail

Initiative

Education

Diploma in Financial Services

Tools

Salesforce

Job description

Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser / Associate Wealth Manager to join a growing Wealth Management firm with over £1 billion in Funds Under Management. The role offers structured training toward becoming a Chartered Financial Planner and exposure to client meetings, investment analysis, and cash-flow modelling.

You will work alongside a Senior Wealth Manager, progressing through a clear development plan with a competitive salary and benefits package.