Trainee Financial Adviser

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

Wimbledon, office based

£27,000-£30,000 + Bonus + Fully Funded Exams

Are you a graduate looking to build a long-term career in financial planning?

Job Ref

91047

Location

Wimbledon

Salary

£27,000 - £35,000 Per Annum

Employment Type

Permanent

• Location: Wimbledon, England
• Type: Permanent
• Job #91047
• Salary: £27,000 - £35,000 Per Annum

Associate Financial Adviser

Wimbledon, office based

£27,000-£30,000 + Bonus + Fully Funded Exams

Are you a graduate looking to build a long-term career in financial planning?

This is a fantastic opportunity to join a fast-growing, ambitious wealth management firm in Wimbledon that doubled its Assets (FUM) last year and has exciting growth plans ahead.

With the team set to grow to 18 employees by September, there’s never been a better time to join (with another 3hires in the pipeline).

The Opportunity

This role has been designed as the first step towards becoming a Financial Adviser. You’ll learn the profession from the ground up, receiving structured training, exam support and hands-on experience.

Unlike many firms, there are no dedicated administrators or paraplanners. As an Associate Adviser, you’ll work closely with advisers and gain exposure to every aspect of the client journey, giving you a comprehensive understanding of financial planning. Previous Associates have successfully progressed through this pathway, proving the model works.

You’ll Receive

• A dedicated manager and buddy to support your development.
• Full support towards your Level 4 Diploma.
• Clear progression into an Adviser role with salary increases and a fee-sharing arrangement once qualified.
• Annual bonus.

We’re Looking For Someone Who Is

• Degree educated (Bachelor’s preferred, Master’s advantageous).
• Naturally curious, proactive and eager to learn.
• Positive, driven and enjoys solving problems.
• Comfortable using technology, advantage if you can use Google Workspace and Excel.
• Based within a commutable distance of Wimbledon.

Salary & Benefits

• £25,000-£30,000 starting salary.
• Salary increase to up to £35,000 upon achieving Level 4.
• Annual bonus.
• Fully funded professional exams.
• Long-term career path to becoming a Financial Adviser.
• Monday to Friday, 9:00am-6:00pm.
• Office-based in Wimbledon.

Internship Opportunity:

We also offer a paid internship (approximately three months) at the London Living Wage for graduates looking to gain valuable experience before moving into a permanent Associate position.