Graduate Wealth Management Associate – London

Location: London
Contract Type: Full-Time, Permanent
Salary: £35,000 – £42,000 + Bonus + Benefits

Job Overview

As a Graduate Wealth Management Associate in London, you will join a world-class financial hub. You’ll support senior wealth managers in creating tailored financial strategies for high-net-worth individuals (HNWIs) and institutional clients. This role will provide exposure to portfolio construction, investment strategy, client servicing, and financial modelling, while offering structured training and mentorship.

What We Offer

• Competitive Salary: £35,000 – £42,000 plus annual bonus.
• Professional Development: Sponsorship for CISI, CFA, or Chartered Wealth Manager qualifications.
• Training Programme: Structured graduate induction with rotations across advisory, research, and client management.
• Networking: Access to exclusive London client events and industry conferences.
• Benefits Package: Private healthcare, pension scheme, flexible working, and annual leave of 25+ days.
• Career Growth: Clear pathway to Associate and Senior Associate roles within wealth management.

Requirements

• A degree in Finance, Economics, Accounting, or a related field.
• Strong knowledge of financial markets, investment products, and portfolio management.
• Excellent analytical skills with proficiency in Excel (VBA or financial modelling a plus).
• Strong communication and presentation abilities.
• Motivation to pursue a career advising high-net-worth clients.