Wealth Management Associate

7 days ago


Surrey, United Kingdom Cameron Kennedy Full time
About the Opportunity

Cameron Kennedy is a leading Wealth Manager committed to providing exceptional financial planning services that empower our clients to achieve their financial goals. We are seeking an experienced Wealth Management Associate to support our Wealth Planners by conducting high-quality research across a wide range of financial planning products and services.

Job Overview:

In this role, you will play a vital part in delivering holistic advice that leads to positive client outcomes. You will work collaboratively with our Wealth Planners to provide tailored solutions that meet our clients' needs.

Responsibilities:

  • Conduct research and analysis to support client recommendations.
  • Develop and maintain expertise in financial planning products and services.
  • Collaborate with Wealth Planners to deliver exceptional client experiences.
  • Provide guidance and support to junior team members.
  • Assist in training new team members and foster a collaborative team environment.

Requirements:

The successful candidate will possess a strong technical knowledge of financial planning products, with excellent customer service and interpersonal communication skills. A RQF Level 4 Diploma in Regulated Financial Planning and studying towards an Advanced Diploma in Financial Planning are also essential.

Salary: £50,000 - £60,000 per annum, plus bonus and benefits.



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