Atlas Wealth
Associate Wealth Adviser
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Knightsbridge, London · Hybrid, 3–4 days in office · Full time, Permanent
Fast-track to Adviser: a structured pathway to full Adviser status, typically within around six months. Starting salary £35,000, increasing upon reaching Adviser status, plus equity and a performance-related bonus.
ABOUT ATLAS WEALTH
We are a boutique wealth management firm in Knightsbridge, advising high-net-worth individuals, families and businesses with complex financial lives. We provide bespoke, intelligent advice in plain English, and we are growing.
THE OPPORTUNITY
You will support our senior advisers and their clients, assisting with investment analysis, preparing reports and proposals, and helping manage day-to-day relationships. From the outset you will follow a structured development pathway designed to take you to full Adviser status, typically within around six months.
KEY RESPONSIBILITIES
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- Investment & strategy support: prepare investment and strategy reports, proposals and annual advice reviews.
- Client service: support senior advisers in client meetings and respond to queries with clear, professional communication.
- Professional development: follow a structured programme spanning investment strategy, client management and compliance.
- Operational management: oversee day-to-day client processes, ensuring smooth and accurate execution.
- Market communications: help create client updates and market digests on financial and tax developments.
ABOUT YOU
- All or part-qualified to an RQF Level 4 qualification recognised by the FCA (or actively working towards it).
- Sound knowledge of investment management, ideally with private-client or client-facing experience.
- Excellent communication and relationship-management skills.
- High attention to detail and strong analytical ability.
- Comfortable with CRM systems (e.g. Salesforce) and Microsoft Office; proactive and a strong team player.
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WHAT WE OFFER
- A clear, supported pathway to becoming a Wealth Adviser, typically within around six months.
- Starting salary of £35,000, rising to £40,000 on reaching Adviser status, plus equity and a performance bonus.
- Hybrid working, three to four days in our Knightsbridge office.
- Full support towards your professional qualifications.
- A collaborative, growth-oriented environment within a respected firm.
HOW TO APPLY
Ready to take the next step? Send your CV and a brief covering letter to natasha.troiano@sjpp.co.uk
Atlas Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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