Wealth Management Associate

2 weeks ago


Chatham, Kent, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is excited to announce a fantastic opportunity for an experienced IFA Administrator to join our esteemed Financial Planning practice in Chatham.

This role offers a unique chance to work with high net worth UK resident private clients, delivering exceptional financial planning and investment management services.

About the Company

Our client is a highly respected Financial Planning practice, dedicated to illuminating their clients' financial world and building clarity and confidence in their minds.

With a commitment to excellence and a passion for innovation, our team strives to deliver exceptional results and exceed client expectations.

Key Responsibilities

  • Manage client relationships and deliver exceptional service
  • Maintain accurate and up-to-date client data
  • Prepare and coordinate client reviews, reports, and proposals
  • Build and maintain strong relationships with clients, colleagues, and external partners

Requirements

We're looking for an individual with a minimum of 2 years' experience as an IFA Administrator, preferably within a Financial Planning or Wealth Management context.

You will possess excellent communication and organisational skills, with a keen eye for detail and the ability to work accurately under pressure.

The estimated salary for this position is £38,000 - £48,000 per annum, depending on experience.


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