Wealth Management Associate

3 weeks ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

We are seeking a talented Wealth Management Associate to join our expanding team at The Recruitment Group. As a key member of our Financial Planning department, you will play a critical role in delivering high-quality financial planning solutions to clients.

About the Role

We are looking for a motivated and detail-oriented individual with previous paraplanning experience within an IFA or Wealth Management environment. You should have a solid understanding of the financial services industry and be familiar with relevant regulations and legislation.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. Experience with Microsoft Office applications, particularly Outlook and Word, is also beneficial.

Key Responsibilities
  • Providing administrative support to financial planners and other team members
  • Assisting with the preparation of suitability letters and reports
  • Maintaining accurate records and databases
  • Coordinating client meetings and communications

You will work closely with other practice colleagues to ensure seamless delivery of client services. Strong organizational and time management skills are essential in this role.

Requirements
  • Minimum 2 years' experience as a paraplanner in an IFA or Wealth Management environment
  • Excellent communication and interpersonal skills
  • Familiarity with Microsoft Office applications, particularly Outlook and Word
  • Ability to work effectively in a fast-paced environment

A competitive salary of £35,000 +, generous holiday entitlement, and opportunities for professional development make this a compelling opportunity for a dedicated and results-driven individual.



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