Wealth Advisory Professional

3 weeks ago


London, Greater London, United Kingdom Undisclosed Full time

A forward-thinking FinTech company in the UK is seeking a Wealth Advisory Professional to join their growing team. With a strong focus on innovation and technology, they deliver exceptional institutional solutions to high-net-worth individuals and private investors. This is an excellent opportunity for a motivated and analytical professional to take on challenging roles and responsibilities in a dynamic environment.

The ideal candidate will possess a strong academic background, 1-5 years of experience in financial modelling, and exposure to wealth management. A deep understanding of the private banking and asset management market is advantageous, but not essential. Excellent communication skills and an independent thinker with a desire to continue learning and improving in relevant fields are highly valued.

Key responsibilities include assisting in the preparation of periodic client portfolio reports, conducting financial planning analysis for client portfolios, and producing analyses for multi-asset class client portfolios. The ideal skill set includes strong technical knowledge, commercial acumen, and a genuine entrepreneurial drive.

Due to the company's growth, we are advertising this role anonymously. If you are interested in discussing this opportunity further, please send a blank application, and we will be in touch to explore your qualifications in more detail.

Salary: £55,000 - £70,000 per annum, dependent on experience



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