Trainee wealth manager Work, Jobs in London (with Salaries)

Trainee Wealth Manager
First Sentinel Wealth —London
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
2d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Trainee Wealth Planner
Hoxton Wealth —London
Quick apply
2027 Finance Graduate Programme
Schroders —London
- £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Analysis skills
- Employee assistance programme
1h
2027 Internal Audit Graduate Programme
Schroders —London
- £45,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Bachelor's degree
- Employee assistance programme
1h
Solicitor, Disputes (Digital Legal Delivery) 12 Month FTC
Herbert Smith Freehills —London
- Full-time
- Quality control
Trainee Dental Nurse/Receptionist
Great Bookham Dental Practice —Leatherhead
- Up to £12 an hour
- 8 hour shift
- No experience needed
- Computer skills
- In-person
- Free parking
- Flexible schedule
Quick apply
8h
Associate - Private Client Offshore (3-5 PQE)
Wedlake Bell —London
- Hybrid work
- Business development
- Annual leave
- Employee assistance programme
Senior Associate – Private Wealth
moorebarlow —Richmond
- Business development
- Annual leave
Bilingual Associate - Private Client
Russell Cooke —Putney
- Full-time
- Spanish
- Computer literacy
- Business development
Quick apply
9d
Financial Services (Regulatory) Associate Director
Osborne Clarke —London
- Financial services
Engineering Team Manager
Ocado Group —Erith
- 12 hour shift
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Private Client Tax Manager
Simmons Gainsford —London
- Hybrid work
- Business development
- Team management
- Mentoring
Quick apply
2d
Senior Quantity Surveyor
AmcoGiffen —Swanley
- £60,000 - £70,000 a year
- Full-time
- Civil engineering
- Continuous improvement
- No degree
- Life insurance
Quick apply

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Trainee Wealth Manager

First Sentinel Wealth
London

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
2 days ago

Benefits

On-site gym
Financial planning services
Company pension
Company events

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Meeting coordination
Microsoft Outlook
Report generation
Sales
Client engagement
Customer service
Stakeholder liaison
Data analysis skills
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Administrative experience
Business development
Analysis skills
Organisational skills
Financial services
Customer interaction
Communication skills
Time management

Full job description

Job Summary

We are seeking a motivated and detail-oriented Trainee Wealth Manager to join our financial services team. This entry-level position offers an excellent opportunity to develop foundational skills in wealth management, financial planning, and client relationship management. The role involves supporting senior managers in delivering tailored financial solutions, analysing client data, and assisting with administrative tasks. The ideal candidate will demonstrate strong organisational skills, excellent communication abilities, and a keen interest in the financial sector. This paid position provides valuable industry experience and professional development opportunities within a dynamic environment.

Responsibilities

Assist in preparing comprehensive reports and analysis documents related to client portfolios and financial strategies.
Support the team with analysing financial data to identify trends and opportunities for clients.
Contribute to the development of personalised financial plans by gathering relevant client information.
Maintain organised records of client interactions, transactions, and documentation using Microsoft Office tools such as Word, Excel, and Outlook.
Communicate effectively with clients via email or phone to schedule appointments or provide updates on their financial plans.
Business Development of professional relationships and new potential private clients.
Provide exceptional customer service by addressing client enquiries professionally and promptly.
Help organise meetings, prepare agendas, and take minutes as required for team discussions or client reviews.
Support administrative tasks including data entry, document management, and report writing to ensure smooth workflow operations.

Experience

Previous administrative experience or exposure to financial services is advantageous but not essential; training will be provided.
Strong organisational skills with the ability to manage multiple tasks efficiently.
Proficiency in Microsoft Office applications, particularly Word, Excel, and Outlook.
Excellent communication skills—both written and verbal—to effectively liaise with clients and team members.
Analytical skills with the ability to interpret data accurately for report writing and analysis purposes.
Good time management skills to prioritise tasks effectively within a fast-paced environment.
A keen interest in financial planning, wealth management, or related fields is desirable but not mandatory; enthusiasm for learning is essential.
Sales experience or a desire to deal with people is important to excel within this role.

Pay: £30,000.00-£35,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
On-site gym

Work Location: In person

Quick apply

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