Graduate/Work Experience

We provide high-calibre under-graduates and graduates with the opportunity to grow their skills and progress their career and future prospects with a multi-award winning company.  Successful applicants join us to work alongside some of the best Financial Planners and Technical Support Team in the profession, within a supportive and dynamic environment.

Client Relationship Manager

• Competitive salary
• 20 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
• Full training support to achieve the CII Level 4 qualification
• We value the support our administration team provide, it enables our clients and Financial Planners to have the confidence they require to build an ongoing lasting relationship.

Technical Analyst

• Competitive salary
• 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
• Must have CII Level 4 qualification or above
• Our Paraplanners provide invaluable support to the Financial Planners. As a Technical Analyst, you will have extensive technical knowledge, and experience within the profession. You will be hands-on involved in client meetings where applicable, to enable us to provide the best possible approach in managing the relationship between the client and First Wealth.

Trainee Financial Planner

• Competitive salary
• 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
• Must have CII Level 4 qualification, with the expectation to continue studying towards CII Level 6 qualification
• We recognise that great financial planning can change your life. We exist as a firm to inspire ideas, create confidence and give our clients the freedom to live. We promote the opportunity for our Technical Analysts to continue their career journey towards becoming a Financial Planner. Your career development will be supported by a nominated Mentor within the company, and through the support of Best Practice.

Financial Planner

• Competitive salary
• 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
• Must have CII Level 4 qualification, with the expectation to continue studying towards CII Level 6 qualification, and to become chartered (need minimum of five years industry experience)
• Our Financial Planners are encouraged to continue their study to attain Chartered Status. We work hard to attract and retain highly qualified, world-class talent. We’re a trailblazing model of excellence within our sector, with a clutch of awards and Chartered Financial Planner status to prove it. We provide our clients with a fresh approach to financial wellbeing.

Chartered Financial Planner

• Competitive salary
• 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
• Must have achieved CII Chartered Status
• We recognise that our team is our biggest asset, and we expect the best from our people. In return, we provide competitive remuneration, excellent benefits, and a positive, proactive and energetic company culture. We are looking to introduce a share scheme to reward our Chartered Financial Planners and key team members for their continued loyalty to First Wealth.

Chartered Financial Planner/Mentor to Trainee Financial Planner

• Competitive salary
• 25 days per annum annual leave, increasing by 1 day per annum to maximum of 30 days
• We offer the opportunity for our Chartered Financial Planners, to take on a Trainee Financial Planner
• Excellence, Ambition, Respect, Happy People and Helping Others are our core values. We recognise excellence within the business and promote the opportunity of helping others, by passing on knowledge and experience to the new Trainee Financial Planners within the business. One of our business goals is to grow our Financial Planner and Chartered Financial Planner offering, we will achieve this through career progression and development within the business.