Asset Management Specialist

4 weeks ago


Colchester, Essex, United Kingdom Douglas Steers & Company Full time
Exciting Opportunity in Wealth Management

We are seeking a highly skilled and motivated Asset Management Specialist to join our team at Douglas Steers & Company. As a key member of our Wealth Management Services team, you will play a crucial role in advising our clients on their financial planning requirements.

The ideal candidate will have a strong background in Financial Planning and Management, with a focus on Investments, Taxation, and Retirement Planning. You will be responsible for providing expert advice to our clients, as well as on-boarding new clients and developing business relationships.

We offer a competitive salary, ongoing training and development opportunities, and a supportive team environment. If you are a motivated and ambitious individual with a passion for Financial Services, we encourage you to apply for this exciting opportunity.

Key Responsibilities:
  • Provide expert advice to clients on their financial planning requirements
  • On-board new clients and develop business relationships
  • Stay up-to-date with industry developments and best practices
  • Collaborate with the team to drive business growth and expansion
What We Offer:
  • Competitive salary and benefits package
  • Ongoing training and development opportunities
  • Supportive team environment and collaborative culture
  • Opportunities for career growth and advancement

We are an equal opportunities employer and welcome applications from diverse candidates. If you are interested in this exciting opportunity, please submit your application with a cover letter and CV.



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