Graduate Investment Advisor

Canary Wharf, London | Full-Time | Structured Graduate Programme

Location: Canary Wharf, London – one of the world’s leading financial districts and home to global investment firms, banks, and advisory institutions within Canary Wharf.

About the Role

This Graduate Investment Advisor position is a full-time, Canary Wharf–based opportunity designed for ambitious graduates seeking a long-term career in investment advisory, wealth management, and regulated financial services.

You will join a structured graduate development programme that combines hands-on client exposure, professional training, and sponsored industry qualifications, providing a clear pathway towards becoming a fully authorised Investment Advisor.

From day one, you will work alongside experienced advisors, portfolio managers, and compliance professionals, gaining practical experience in a highly regulated, client-facing environment.

Key Responsibilities

• Support senior Investment Advisors in managing client relationships and investment portfolios
• Assist with client fact-finding, suitability assessments, and risk profiling
• Prepare investment reports, portfolio reviews, and client communications
• Develop a strong understanding of UK financial regulation and advisory standards
• Support client onboarding processes, including AML and KYC checks
• Monitor portfolio performance and assist with asset allocation reviews
• Liaise with compliance teams to ensure advice is delivered in line with regulatory requirements
• Stay informed on financial markets, economic trends, and investment products

What We’re Looking For

• A recent graduate (or final-year student) in Finance, Economics, Business, Mathematics, or a related discipline
• A strong interest in investments, financial markets, and client advisory
• Excellent communication and interpersonal skills
• Strong analytical ability and attention to detail
• A professional, client-focused mindset
• The ambition to progress within a regulated advisory environment
• Knowledge of AML, compliance, or financial regulation is a strong advantage
• Training & Development
• Structured graduate training programme based in Canary Wharf
• Sponsorship towards industry-recognised professional qualifications
• Ongoing mentoring from experienced Investment Advisors
• Exposure to real client cases and live portfolios
• Continuous professional development aligned with regulatory standards
• Clear progression pathway to Investment Advisor and Wealth Manager roles

Salary & Benefits

• £28,000 – £35,000 per annum (graduate level, dependent on experience)
• Performance-related bonus scheme
• Full exam and qualification sponsorship
• Pension scheme
• Private healthcare options
• Generous annual leave allowance
• Clear salary progression as qualifications and authorisation are achieved

Why Join Us

This role offers more than a typical graduate position. It provides a clear, supported route into regulated investment advisory, combining professional qualifications, client exposure, and long-term career progression.

You will develop the skills, regulatory understanding, and professional credibility expected by firms operating under the standards of the Financial Conduct Authority, positioning you strongly for future roles in investment advisory and wealth management.