Careers

Running from July to August 2025, the First Wealth Summer Internship is a fantastic way to get a taste of the financial planning profession. And, with two previous interns now progressing their career with First Wealth, there are certainly opportunities to continue your work with us.

Join First Wealth as a Summer Intern to:

1. Gain experience in the financial services and exposure to the whole client journey.
2. Experience client meetings and the dedication of the First Wealth team.
3. Learn how to build financial plans and how the magic happens.

To apply please contact internship@firstwealth.co.uk with your CV and answers to the following questions by the 22nd November 2024:

1. What would you like to achieve from your placement with us?
2. Why First Wealth?
3. What is your USP?
4. What have you done in the last year to improve your knowledge?

The successful candidate will receive £1,500 per month.

As a business leader, our Practice Manager will have ultimate responsibility for the day-to-day smooth running of the business.

At the crux of this role is the ability to influence, motivate, and inspire our Heads of Department, be responsible for managing our company accounts, and support all third-party relationships of the business. As a leading financial planning firm, you will have the opportunity to continue developing your own career within a forward thinking business.

To apply, send your CV to careers@firstwealth.co.uk with the subject line ‘Practice Manager vacancy’.

Are you organised and diligent with a keen eye for detail? Our Client Relationship Managers are integral to the success of our team, working with colleagues to understand where they need support, and are often the first point of contact for clients.

• Full training support to achieve Level 4 Diploma status.
• Full development and training plan, monthly 1:1’s, half-year and annual progression reviews.

To apply, send your CV to careers@firstwealth.co.uk with the subject line ‘Client Relationship Manager vacancy’.

Our Technical Analysts provide vital support to our Financial Planners. As a Technical Analyst, you will have extensive technical knowledge and experience within the profession. You will be directly involved in client meetings and an integral part of the planning process, enabling us to provide exceptional service to our clients.

• Must be level 4 Diploma qualified or above, working towards Chartered status.

With added experience and knowledge, you will start to work with more specialised areas of advice, such as working with entrepreneurs, estate planning, corporate advice, and divorce cases. 

Helping others is one of our core values. As a Chartered Financial Planner, you will work closely with a trainee Financial Planner in your team, passing on knowledge and experience and helping them to achieve career progression and development within the business.

• Must have achieved Chartered status.
• The chance to be a mentor to a trainee Financial Planner.

First Wealth are looking to expand our team, by making the opportunity available for individuals wishing to enter into the financial services profession without any prior industry experience or qualifications.

The programme is in place to support the individuals development through the Client Relationship Management role initially, gaining the valuable Level 4 Diploma qualification, following our extensive progression guide.

You will be supported by our Heads of Department throughout your career journey.

Applications for the Talent Programme are currently closed. Stay tuned for re-opening 

Please send your CV to careers@firstwealth.co.uk using the title ‘First Wealth Talent Programme’.