Wealth Manager Trainee – Hybrid, Path to Chartered

RGH-Global Ltd; Greater London; On-site; GBP 29,000 - 33,000; Full time

Benefits offered by this job

Structured training towards Chartered Financial Planner status

Performance-related bonus

Private Medical Insurance

Generous holiday allowance

Job summary

A leading wealth management firm in Central London is seeking a Trainee Wealth Manager to join its advisory team. This role involves supporting client relationships while progressing towards Chartered status. The ideal candidate has at least 2 years of experience in Wealth Management, strong technical knowledge, and excellent interpersonal skills. The firm emphasizes professional development and offers a supportive culture, performance-related bonuses, and hybrid working arrangements.

Qualifications

• Minimum of 2 years experience in Wealth Management or Financial Planning.
• Started studying CII R0 exams (or equivalent).
• Strong technical knowledge across pensions, investments, and financial planning.

Responsibilities

• Attend client meetings alongside Wealth Managers.
• Manage and complete post-meeting action points.
• Conduct investment research and analysis.

Skills

Interpersonal skills

Communication skills

Attention to detail

Technical knowledge in pensions and investments

Education

Progress towards CII R0 exams or equivalent

Tools

CRM systems

Job description

A leading wealth management firm in Central London is seeking a Trainee Wealth Manager to join its advisory team. This role involves supporting client relationships while progressing towards Chartered status. The ideal candidate has at least 2 years of experience in Wealth Management, strong technical knowledge, and excellent interpersonal skills. The firm emphasizes professional development and offers a supportive culture, performance-related bonuses, and hybrid working arrangements.