Graduate Financial Planner Trainee | Funded Exams

Eden Rose; Wimbledon (ND); On-site; USD 37,000 - 47,000; Full time

Benefits offered by this job

Annual bonus

Fully funded exams

Structured training

Career progression

Job summary

The Wimbledon office-based Associate Financial Adviser role offers a clear path to becoming a Financial Adviser. You’ll receive structured training, exam support and hands-on experience, working closely with advisers from day one to understand the full client journey.

With funded professional exams, a defined progression ladder and an annual bonus, this position suits graduates aiming for a long-term career in financial planning at a fast-growing wealth management firm in Wimbledon.

Qualifications

• Graduate with a degree, aiming for a long-term career in financial planning.
• Naturally curious, proactive and eager to learn.
• Positive, driven and enjoys solving problems.
• Comfortable using technology; Google Workspace and Excel a plus.

Responsibilities

• Learn the profession from the ground up with structured training.
• Receive exam support and hands-on experience alongside advisers.
• Gain exposure to every stage of the client journey and develop practical skills.

Skills

Degree educated

Curiosity and learning

Problem solving

Tech proficiency

Education

Bachelor’s degree

Master’s advantageous

Tools

Google Workspace

Excel

Job description

The Wimbledon office-based Associate Financial Adviser role offers a clear path to becoming a Financial Adviser. You’ll receive structured training, exam support and hands-on experience, working closely with advisers from day one to understand the full client journey.

With funded professional exams, a defined progression ladder and an annual bonus, this position suits graduates aiming for a long-term career in financial planning at a fast-growing wealth management firm in Wimbledon.