WEALTH MANAGEMENT ENTRY LEVEL

Graduate Financial Recruitment; Greater London; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Comprehensive training and mentorship

Opportunities for professional development

Supportive and inclusive work environment

Competitive salary and benefits package

Job summary

A financial services firm in Greater London is seeking a motivated Graduate Wealth Management Trainee. This entry-level position is ideal for recent graduates or career changers eager to develop in wealth management. Responsibilities include assisting with client portfolios, conducting market research, and participating in client meetings. The role offers comprehensive training and a supportive environment, along with competitive salary and benefits. Join us and kickstart your career in a dynamic field.

Qualifications

• Recent graduate or career changer in finance-related fields.
• Strong attention to detail is essential.
• Ability to work both independently and in a team.

Responsibilities

• Assist in client portfolio management.
• Conduct research on financial products.
• Prepare reports for client meetings.
• Support investment strategy development.
• Participate in client meetings.

Skills

Strong analytical skills

Excellent communication skills

Interest in financial markets

Education

Degree in Finance, Economics, Business

Tools

Microsoft Office Suite

Job description

About the job WEALTH MANAGEMENT ENTRY LEVEL

We pride ourselves on providing personalised and sophisticated financial solutions to a select group of high-net-worth clients. Our boutique setting ensures a tailored approach, fostering deep relationships and delivering exceptional service. As we continue to grow, we’re looking for dynamic graduates to join our team and develop their careers in wealth management.

Position Overview

We are seeking a motivated and detail-oriented Graduate Wealth Management Trainee to join our team. This entry-level position is perfect for recent graduates or a career changer looking to embark on a career in wealth management and financial planning. You will work closely with our experienced advisors, gaining hands‑on experience and insight into the financial services industry.

Key Responsibilities

• Assist senior wealth managers with client portfolio management.
• Conduct research and analysis on financial products and market trends.
• Prepare detailed financial reports and presentations for client meetings.
• Support the development of financial plans and investment strategies.
• Participate in client meetings, gaining exposure to client relationship management.
• Stay updated on industry regulations and compliance requirements.
• Perform administrative duties as required to support the team.

Qualifications

• Recent graduate with a degree in Finance, Economics, Business, or a related field.
• CPD Certificates in Regulations are an advantage.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Demonstrated interest in financial markets and wealth management.
• Ability to work both independently and collaboratively within a team.

What We Offer

• Comprehensive training and mentorship from seasoned professionals.
• Opportunities for professional development and career advancement.
• A supportive and inclusive work environment.
• Competitive salary and benefits package.
• Exposure to a diverse range of financial products and services.
• The chance to make a meaningful impact on clients financial futures.

How to Apply

If you are eager to start your career in wealth management with a firm that values personal growth and client-focused service, we would love to hear from you. Please send your resume and a cover letter detailing your interest and qualifications.

Join us and take the first step towards a rewarding career in wealth management.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.