Trainee Financial Adviser

Ellis James Partners; Greater London; Hybrid; GBP 29,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

Private medical cover

Employee wellbeing support

Regular team socials

Daily breakfast in the office

Additional leave over Christmas

Job summary

Ellis James Partners in London is seeking an Associate Wealth Manager to join a structured adviser development programme. You will work alongside experienced Wealth Managers, attend meetings, perform client servicing and support technical planning as you move toward becoming a Chartered Financial Planner.

The programme lasts around 18 months, with mentoring, market exposure and learning opportunities. Salary between £29,000 and £33,000 plus bonus, with hybrid working and access to private

Qualifications

• Experience within a wealth management/financial planning environment.
• Minimum of 2 RO exams (or equivalent).
• Strong attention to detail and organisational skills.
• Confident communicator with a professional approach.
• Motivated, proactive, and keen to progress into an advisory role.

Responsibilities

• Attend client meetings alongside Wealth Managers.
• Manage client servicing and follow-up actions.
• Prepare technical calculations, cashflow models and planning reports.
• Conduct investment research and analysis.
• Respond to client queries.
• Identify opportunities within existing client relationships.
• Support advisers throughout the end-to-end planning process.

Skills

Wealth management experience

Attention to detail

Communication skills

Proactive attitude

Education

2 RO exams

Job description

Associate Wealth Manager - Pathway to Advice

Location: London

Salary:

£29,000 - £33,000 (dependent on exams) + bonus

Looking to fast-track your career into Financial Advice?

We're supporting a highly regarded and fast-growing Wealth Management firm in central London that is looking to appoint an Associate Wealth Manager as part of its structured adviser development programme.

Managing over £1bn of client assets, the business has built an outstanding reputation for developing future advisers, offering genuine mentoring, technical exposure and a clear route towards becoming a Chartered Financial Planner.

The opportunity

Working alongside experienced Wealth Managers, you'll become involved in every stage of the client journey, attending meetings, supporting technical planning and building the knowledge and experience needed to progress into an advisory role.

With a structured development programme expected to take around 18 months, this is an ideal opportunity for someone who has already started their professional exams and is committed to a long-term career in financial planning.

You'll be involved in:

• Attending client meetings alongside Wealth Managers
• Managing client servicing and follow-up actions
• Preparing technical calculations, cashflow models and planning reports
• Conducting investment research and analysis
• Responding to client queries
• Identifying opportunities within existing client relationships
• Supporting advisers throughout the end-to-end planning process

This opportunity would suit a qualified or part-qualified individual with a genuine ambition to become a Financial Adviser, looking to join a firm that can offer excellent mentoring, career progression and long-term development.

About You

• Experience within a wealth management / financial planning environment
• Minimum of 2 RO exams (or equivalent)
• Strong attention to detail and organisational skills
• Confident communicator with a professional approach
• Motivated, proactive, and keen to progress into an advisory role

Why This Role

• Clear pathway to becoming a Chartered Financial Planner
• Exposure to high-quality clients and experienced advisers
• Strong internal support and training structure
• A collaborative, social, and high-performing team environment

Benefits

• Competitive bonus structure
• Hybrid working
• Pension scheme
• Private medical cover
• Employee wellbeing support (including GP access, discounts, gym benefits)
• Regular team socials and company events
• Daily breakfast in the office
• Extra days off over Christmas
• Monthly early finish ("Family Friday")
• Additional leave with service