Finance Recruitment ltd
Location: Central London (prestigious City office close to Bank/Threadneedle Street) Hybrid, 1 day WFH
Type: Full-Time, Graduate Entry
Salary: £36,000 – £45,000 base + performance bonus + commission + benefits
About Us
We are a London-based wealth management and financial advisory firm specialising in tailored investment, retirement, and protection strategies for private clients and business owners. What sets us apart is our people-first approach. We focus on building long-term relationships, understanding each client’s personal goals, and guiding them through every stage of their financial journey.
As a graduate entering this pathway, you will develop the technical knowledge of financial planning while learning how to become a trusted advisor and relationship builder in the front office.
Role Overview
This is a client-facing role from the very start. You will sit in on client meetings, help deliver reviews, and gradually take ownership of client relationships under the mentorship of senior advisors.
Your day-to-day will involve preparing financial plans, discussing investment options, and advising clients on strategies that best suit their needs. You will be trained to translate complex financial concepts into clear, engaging conversations, helping clients feel confident about their future and building relationships that last for decades.
Key Responsibilities
• Meet with clients to discuss their goals, lifestyle priorities, and long-term financial ambitions
• Prepare and present financial plans across investments, pensions, and protection in a client-friendly manner
• Build relationships through regular reviews, networking, and proactive client care
• Stay up to date with market trends to provide timely, relevant advice in meetings
• Collaborate with colleagues to design solutions tailored to each client’s unique circumstances
• Ensure all recommendations meet compliance and suitability standards while remaining client-focused
• Participate in client events, seminars, and networking opportunities to expand your professional profile
About You
• Degree in Finance, Economics, Business, or related discipline (other strong client-facing backgrounds considered)
• Excellent communication and interpersonal skills, confident engaging with people from all walks of life
• A genuine interest in people, relationships, and helping clients reach their goals
• Strong organisational skills with the ability to manage multiple client interactions
• Knowledge of UK financial regulations and advisory compliance is necessary
• You are expected to have commenced a recognised Financial Advisor Certification such as DipFA or another CPD UK accredited qualification. Applicants who have not begun their studies will not be considered.
What We Offer
• Competitive package: £36,000 – £45,000 base salary plus annual bonus and benefits
• Generous commission structure: Uncapped, client-driven earnings directly linked to your success in growing client relationships
• Graduate Training Academy: A fully paid programme blending classroom sessions, workshops, and live client shadowing designed to build your confidence as an advisor. Over the first three months, you will rotate across advisory teams, learn best practices, and work alongside senior wealth managers before gradually managing your own client portfolio
• Qualification sponsorship and reimbursement: Support for required exams (Financial Advisor Certification, DipFA, CII, CISI) with reimbursement available if you have already started progress
• Early front office exposure: Join client meetings, networking events, and portfolio reviews from day one
• Career progression: Clear route to Wealth Manager, Senior Financial Advisor, and Private Client Director roles
• Hybrid working model: One remote day per week after probation
• 25 days holiday plus bank holidays, along with study leave for exams
• Visa sponsorship available for eligible graduates
How to Apply
Send your CV and academic transcripts. You may also include a short note (maximum 300 words) describing how you would approach advising someone on an important financial decision.
If you have already been screened by a Finance Recruitment LTD advisor, your application will be submitted directly and there is no need for a separate cover letter or email.