Junior Investment Advisor – Wealth Planning Trainee (Hybrid)

Company: Role, Inc.
Apply for the Junior Investment Advisor – Wealth Planning Trainee (Hybrid)
Location: Harrogate
Job Description:

Role, Inc. based in Harrogate is looking for a Trainee to support investment managers in the wealth management process. This role involves client interaction, administrative tasks, and maintaining compliance with policies.

Ideal candidates have a client-focused approach, are numerate and good communicators. The position offers a competitive salary, private medical insurance, and a discretionary performance-related bonus among other benefits.

Join a dynamic team dedicated to delivering high-quality financial services while helping you develop professionally.

#J-18808-Ljbffr…

Posted: June 14th, 2026