Graduate Wealth Management Associate – London

  • Anywhere
  • Posted 18 hours ago

finance recruitment ltd

Salary: £33,000 – £40,000 with commission (typical first-year earnings £55k–£65k)

This graduate pathway into wealth management combines financial knowledge with client interaction. You’ll support senior advisors in guiding clients through investments, pensions, and savings decisions.

Day-to-day
– Preparing client reports and portfolio summaries
– Researching available products such as ISAs and pensions
– Assisting with cash-flow modelling and scenario planning
– Attending client meetings alongside senior staff

Candidate profile
– Degree in Finance, Business or Economics preferred
– Strong people skills and confidence presenting information
– Prior experience is not necessary – motivation, curiosity and professionalism are what count

Perks
– Relocation and right-to-work support available where needed
– Commission structure with strong first-year earning potential
– Mentorship and structured training
– Progression towards full client advisory roles

To apply for this job email your details to info@financerecruitmentltd.co.uk