About

Wealth Management (Fast Track Adviser Pathway)Are you a bright, ambitious graduate with at least 12 months’ experience in financial administration? Do you want to build a long-term career in wealth management, learn directly from industry leaders, and become a fully-fledged Adviser within 3–5 years? If the answer is yes, this is the opportunity you’ve been waiting for.My client is a high-performing, boutique financial planning team led by highly established Co-Founder/Director. Based in modern offices in London, they are growing fast and looking for a dynamic individual to join them at an exciting stage of expansion.This is an office-based, client-facing role where you’ll work closely with Associate Consultants, sit in on client meetings, and gain hands-on exposure to the full financial planning process. For someone who thrives in a collaborative environment and wants to learn at pace, this is the perfect launchpad.What You’ll Be DoingClient Service & SupportAct as a key point of contact for client queriesAttend client meetings (in person and virtual) and maintain accurate recordsSupport Associate Consultants with managing their client portfoliosPrepare review packs, investment comparisons, analytics, and fact findsLiaise with product providers, solicitors, accountants, and internal teamsManage the ongoing client review process and ensure all actions are completedAdministrationOwn and manage all administrative tasks to high compliance standardsSubmit applications, process fund switches, and update valuationsHandle LOAs, obtain plan information, and maintain client filesKeep workflow and task lists up to dateContribute to month-end reporting and team objectivesTraining & DevelopmentDaily