Future Wealth Adviser Trainee – Hybrid London

Clark James Recruitment; Chatham; On-site; GBP 29,000 - 33,000; Full time

Benefits offered by this job

Bonuses

Hybrid option after probation

4 days in office, 1 day WFH during/pro

Job summary

Clark James Recruitment is seeking a Trainee Financial Adviser for their London office. You will support a Senior Wealth Manager, attend client meetings, and progress toward wealth management qualifications with full training and development.

The role involves managing client workflows, preparing illustrations, conducting reviews, and using tools like FE Analytics and Voyant. Excellent IT, communication, and organisational skills are essential.

Qualifications

• Experience in Wealth Management or regulated financial services.
• Must hold CII diploma or be working towards RO exams.
• Strong IT and MS Office skills.
• Excellent written and verbal communication.
• Detail-oriented and highly organised.

Responsibilities

• Attend client meetings with wealth managers.
• Manage action points from client meetings.
• Prepare post-approval suitability letters and submissions.
• Carry forward, annual and lifetime allowance calculations.
• Update client financial review inputs.
• Manage pipeline for the senior wealth manager.
• Prepare Voyant reports and analytics.
• Prepare illustrations and electronic submissions.

Skills

Professional image

Entrepreneurial spirit

Attention to detail

Organisation

Written and verbal communication

MS Office proficiency

Interpersonal skills

Time management

Multi-tasking

Autonomy

Team collaboration

Wealth Management/Regulated FS exp

Education

CII diploma or RO exams in progress

Tools

Asana

Business Trackers

FE Analytics

Voyant

BlueDoor software

Job description

Clark James Recruitment is seeking a Trainee Financial Adviser for their London office. You will support a Senior Wealth Manager, attend client meetings, and progress toward wealth management qualifications with full training and development.

The role involves managing client workflows, preparing illustrations, conducting reviews, and using tools like FE Analytics and Voyant. Excellent IT, communication, and organisational skills are essential.