Graduate Associate – Wealth Management Programme

About the role

This 18‑month Graduate Academy offers a client‑facing, commercially focused career path for ambitious graduates, leading to a qualified Private Wealth Adviser position in London.

Key responsibilities

• Rotate through Paraplanning, Business Development, Compliance, Marketing, Technology & Operations, Tax, Property & Finance, and Client Services to gain a broad business understanding.
• Support technical research, client onboarding, KYC/AML checks, digital marketing campaigns, Salesforce reporting, and property finance case work.

Required profile

• 2:1 bachelor’s degree in any discipline (relevant field advantageous).
• Strong interpersonal and communication skills with a commercial, client‑focused mindset.
• Resilience, self‑motivation, and ability to work towards challenging objectives.
• Willingness to travel across Europe as required.

Required skills

• Experience with Salesforce or similar CRM platforms.

What we offer

• Competitive salary starting at £30,000, rising to £35,000 after diploma completion.
• Sponsorship and financial support for the CISI Level 4 Investment Advice Diploma.
• Comprehensive weekly training workshops covering financial products and industry knowledge.