Wealth Management Associate

2 weeks ago


Royal Tunbridge Wells, United Kingdom Armstrong Wealth Full time

Armstrong Wealth is a succesful Wealth Management business based in Tunbridge Wells.

We are looking for an experienced individual to join our team in the new role of Wealth Management Associate.

You will need excellent attention to detail and the ability to work independently with initiative and determination. Applicants will need to be comfortable using a range of computer systems and be happy to embrace change.

Ideally you will already be studying for the Diploma in Regulated Financial Planning but at the very least have prior financial services experience as this is essential for this exciting role.

**Responsibilities**:

- Support Wealth Managers, following up on the client service needed after review meetings or following new client meetings.
- Arrange and prepare client meeting documentation
- Manage inbound and outbound communications with clients and providers
- Prepare client annual review documents and other reports
- Maintain client records
- Prepare management information

**Job Types**: Full-time, Permanent

**Salary**: £33,000.00-£36,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Royal Tunbridge Wells: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (required)

**Experience**:

- Financial Advice business: 2 years (required)

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Royal Tunbridge Wells

Application deadline: 06/07/2023
Reference ID: AW/SNR001
Expected start date: 01/08/2024



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