Wealth Management Associate

3 weeks ago


Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited invites applications from motivated Wealth Management Associates who are passionate about providing exceptional client experiences. This exciting role offers opportunities for career growth, skill development, and collaboration with experienced professionals.

The estimated salary for this position is £35,000 - £50,000 per annum, based on experience. Our company prioritizes employee well-being, offering flexible working arrangements and access to training programs.

About the Role
  • Develop and maintain detailed suitability reports, ensuring alignment with client needs and goals.
  • Partner with financial planners to deliver proactive and personalized service, driving positive client outcomes.
  • Pursue ongoing professional development, staying up-to-date with industry trends and best practices.

This role requires a Level 4 qualification in Financial Planning, strong interpersonal skills, and a commitment to delivering outstanding results.



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