JM Finn is a leading wealth management firm, founded in 1946. We have a commitment to personalised investment and wealth management that draws on client value, by matching an individual’s investment goals.

Our head office is in London, but we are also located in Bristol, Bury St Edmonds, Winchester and York.

Outside of the exciting work we do, we have fostered lots of meaningful partnerships. One of those is with Surrey County Cricket Club, who we have been side by side with for over 15 years. If you’ve been to the Oval or seen it on TV, you’ll have seen the JM Finn stand which was established in 2021.

We are also partnered with cricketer Tammy Beaumont to help forge an equal playing field, and because our values were aligned on the importance of diversifying cricket as a sport.

We promote the highest standards of professional competence, conduct and behaviour throughout the firm according to principles rooted in trust, honesty and integrity. As a result we are committed to supporting employees with their continuous learning as well as developing others through structured and unstructured learning to ensure high professional standards flow consistently through all roles and all levels of career progression.

We recognise that we have a very diverse client base, and most likely even more so in the future; we have therefore made it our mission to nurture our talent and recruit the best available to us to ensure that our staff can meet the needs of our clients, both today and tomorrow by sharing that diversity and creating a team that all members are proud to be a part of.

We are recruiting for our Investment Administration Trainee programme, due to begin in September 2024. We would welcome your application to our role.