Wealth Management Associate

1 day ago


Derby, Derby, United Kingdom kingswood-group Full time

We are seeking an experienced Wealth Management Associate to join our team at the Kingswood Group. The successful candidate will be responsible for providing administrative support to our Advisors, processing sales related paperwork, and adhering to company policies and procedures.

About the Role
  • Provide administrative support to Advisors, including monitoring diaries, opportunities, queries, and requests.
  • Process all sales related paperwork from submission to completion and ongoing administration for investments, pensions, and protection departments.
  • Maintain up-to-date awareness of company policies, practices, and procedures.
  • Gather information for annual reviews.

The ideal candidate will have experience working within a Wealth Management/Planning environment and commercial experience in a similar role is preferred. We offer a competitive salary of £25,000 - £30,000 per annum, depending on experience.

Benefits
  • 25 days annual leave
  • An extra day off for your birthday
  • Cycle to work scheme
  • Life Assurance
  • Private healthcare
  • Enhanced Maternity and Paternity pay


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