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Join the First Wealth team

We are currently hiring an experienced Client Relationship Manager, experienced Technical Analyst, and experienced Chartered Financial Planner.

If you are passionate about helping people create the lifestyle they have always wanted and you are not afraid to do things differently, we would love to hear from you.

We are a trailblazing model of excellence in the financial planning profession – a certified B Corp business, committed to building a diverse and inclusive team that reflects the wider society that we live in. In November 2021, First Wealth was named Chartered Financial Planning Firm of the Year.

It is no surprise that people love working for First Wealth. In return for commitment and hard work, we provide competitive pay, excellent benefits, and a positive, energetic and fun company culture. Sound good? Join our London based today.

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• Competitive salary and bonus scheme.
• Generous holiday entitlement, 25 days increasing by 1 day each year (maximum 30 days).
• A one-month paid sabbatical after five years of continued service.
• Full study support – both financial and study leave – up to Chartered Financial Planner status and beyond.
• Flexible working hours between 8am and 6pm.
• Remote working arrangements (we are London-based).
• A friendly, supportive team.

Current Jobs

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.

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.

How to apply

If you’d like to join our team, email us an up-to-date CV. Pro tip: if you want to stand out from the crowd, send a 1-minute video with your CV.

Apply now

Training with First Wealth

We’ve helped many of our growing team to become qualified and highly respected Financial Planners.

We blend mentorship with personal development to ensure each member of the team is on track to succeed. We also have trained in-house coaches to help you overcome the challenges you may face along the way.

Find out more about developing your career with First Wealth.

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