Wealth Management Associate

2 weeks ago


Worcester, Worcestershire, United Kingdom Bruin Full time
Job Title:

Wealth Management Associate

About the Role:

The successful candidate will work as part of a top 10 Wealth Management firm in the UK, supporting a team of Wealth Planners with administrative tasks. Key responsibilities include processing new business for clients, managing client correspondence and post, and coordinating meeting arrangements.

Responsibilities:
  • Process new business for clients
  • Manage client queries and correspondence
  • Coordinate meetings and arrange valuations
  • Prepare letters of authority and application forms
Requirements:

The ideal candidate will have previous experience working within a Financial Planning or Wealth Management firm and possess a full understanding of the end-to-end Financial Planning process.

Benefits:

The firm offers full training and exam support to help develop a career in Wealth Management.



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