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Wealth Management Associate

3 weeks ago

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

We are recruiting for a skilled Wealth Management Associate to join our team at The Recruitment Group. As a key member of our financial planning team, you will play a vital role in helping us deliver exceptional results for our clients.

The ideal candidate will have previous experience in wealth management, with a strong understanding of financial products and services. They will be responsible for researching and analysing financial products, constructing financial planning solutions, and preparing suitability letters and reports.

This is an exciting opportunity to join a dynamic and growing team, with a salary range of £35,000 - £45,000 per annum (dependent on experience). You will have the opportunity to work with a variety of clients, each with their own unique needs and goals.

Key responsibilities include:

  • Research and analyse financial products to meet client objectives
  • Construct financial planning solutions and prepare suitability letters and reports
  • Develop and maintain relationships with existing clients

Requirements include:

  • Previous experience in wealth management
  • Level 4 Diploma PFS qualification or working towards it
  • Familiarity with major research systems, such as Analytics and Voyant