Wealth Management Apprentice – Investment20/20

Investment2020; United Kingdom; On-site; GBP 18,000 - GBP 22,000; Full time

Job summary

A leading investment management firm in London is seeking an Apprentice to join their Wealth Management division. This role offers you a hands-on introduction to the investment world while supporting Portfolio Managers. You will learn key skills, manage client portfolios, and have opportunities for professional development. Ideal candidates are enthusiastic school or college leavers eager to learn and grow in a dynamic environment. This apprenticeship is your chance to build a career and gain valuable industry insights.

Qualifications

• Recent school or college leaver (A-levels, BTECs or equivalent).
• Must be at least 18 years old by 7 September 2026.
• Able to live in England and have been ordinarily resident in the UK for at least 3 years.

Responsibilities

• Support Portfolio Managers in managing client portfolios.
• Assist with planning client meetings and preparing materials.
• Respond to client inquiries promptly.

Skills

Attention to detail

Problem-solving mindset

Excellent customer service

Good IT skills

Education

A-levels (or equivalent)

Level 2 in English and Maths

Job description

A leading investment management firm in London is seeking an Apprentice to join their Wealth Management division. This role offers you a hands-on introduction to the investment world while supporting Portfolio Managers. You will learn key skills, manage client portfolios, and have opportunities for professional development. Ideal candidates are enthusiastic school or college leavers eager to learn and grow in a dynamic environment. This apprenticeship is your chance to build a career and gain valuable industry insights.