Chartered wealth manager Work, Jobs in London, Eng (with Salaries)

Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Manager / Associate Director, Tax Operating Model Advisory, Tax Technology
Deloitte —London
- Hybrid work
- Accounting
- Tax experience
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Chartered Building Surveyor
Hollis —London
- Hybrid work
- Communication skills
- Flexible schedule
Private Wealth Management, Goldman Partner Office Planning, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
8d
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —London
- Full-time
- Business development
- Communication skills
- Banking
External Audit Manager - AWM
Pwc UK —London
- Full-time
- Hybrid work
- Project management
Wealth Director
Partnership Recruitment —Billericay
- Up to £100,000 a year
- Hybrid work
- Presentation skills
- School
External Audit Senior Manager - AWM
Pwc UK —London
- Full-time
- Hybrid work
- Project management
Audit Manager
Close Brothers —London
- Full-time
- Hybrid work
- Analysis skills
- Project management
- Financial services
5d
MSK Senior + Junior Physiotherapy
One Body LDN —London
- £38,000 - £44,000 a year
- Part-time
- Remote
- Microsoft Excel
- English
- Bachelor's degree
- Annual leave
- Work from home
Senior Associate – Private Wealth
moorebarlow —Richmond
- Annual leave
AWM - NFA (Non-Financial Assurance) - Manager
Pwc UK —London
- Full-time
- Hybrid work
- Financial services
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Associate - Power
HDR —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Business Tax Manager (Financial Services)
haysmacintyre —London
- Microsoft Word
- Microsoft Excel
- Communication skills
E&P Design Manager
Octavius Infrastructure —London
- Full-time
- Hybrid work
- Continuous improvement
- Contracts
- Annual leave
Operations Director
Wealthtime —London
- Full-time
- Financial services
- Sick pay
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English

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Trainee Wealth Manager

RGH‑Global Limited
London

Apply Now

Job details

Permanent | Full-time
£29,000 - £33,000 a year

Benefits

Additional leave
Company pension
Company events
Employee assistance programme
Private medical insurance

Qualifications

Financial planning
Pension
Communication skills
Certificate in Insurance

Full job description

Trainee Wealth Manager

Location: Central London (Hybrid)
Salary: £29,000 – £33,000 + bonus

An established and growing London-based wealth management firm is seeking a Trainee Wealth Manager to join its advisory team.

This opportunity is ideal for an ambitious individual looking to progress their career within financial planning. The firm offers a structured development pathway towards Chartered status, supported by formal training, exam support and hands-on experience alongside senior advisers.

The business provides holistic financial planning and investment advice to private clients and has experienced significant growth in recent years.

The Role

Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression towards becoming a fully qualified Wealth Manager.

This position would suit someone with an entrepreneurial mindset, strong technical foundations and a genuine passion for helping clients achieve their financial goals.

Key responsibilities include (but are not limited to):

Attending client meetings alongside Wealth Managers
Managing and completing post-meeting action points
Carry forward, Annual Allowance and Lifetime Allowance calculations
Investment research and analysis
Preparing detailed cashflow modelling reports
Responding to client queries (technical and administrative)
Identifying cross-referral and business development opportunities within existing client relationships
Managing workflow through CRM systems and internal tracking tools

Candidate Profile

This is a challenging and rewarding role suited to a confident, motivated and highly organised individual who enjoys taking initiative and working in a client-focused environment.

Essential experience and skills:

Minimum of 2 years experience within a Wealth Management or Financial Planning environment
Started studying CII R0 exams (or equivalent progress towards Diploma)
Strong technical knowledge across pensions, investments and financial planning
High attention to detail
Strong interpersonal and communication skills
Professional, proactive and positive attitude
Ability to manage multiple priorities effectively

Benefits

The firm offers a supportive and collaborative culture with a strong focus on wellbeing and professional development. Benefits include:

Structured training and support towards Chartered Financial Planner status
Performance-related bonus
Competitive pension scheme
Private Medical Insurance (funded)
Employee Assistance Programme (including GP access and wellbeing support)
Generous holiday allowance, including additional leave over the Christmas period
Additional service-related holiday entitlement
Regular team and company social events
Hybrid working arrangements

Apply Now

Refine Your Search

chartered wealth manager jobs in london, eng

Trainee Wealth Manager

Manager / Associate Director, Tax Operating Model Advisory, Tax Technology

Trainee Financial Adviser

Chartered Building Surveyor

Private Wealth Management, Goldman Partner Office Planning, Associate, London

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)

External Audit Manager - AWM

Wealth Director

External Audit Senior Manager - AWM

Audit Manager

MSK Senior + Junior Physiotherapy

Senior Associate – Private Wealth

AWM - NFA (Non-Financial Assurance) - Manager

Financial Planner - Surrey

Trainee/Junior Financial Planner

Associate - Power

Business Tax Manager (Financial Services)

E&P Design Manager

Operations Director

Paraplanner

I want to receive the latest job alerts for chartered wealth manager in london, eng

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