Wealth Management Advisor

3 days ago


Edinburgh, Edinburgh, United Kingdom Schroders Recruitment Full time

About Cazenove Capital

Cazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.

The Role

We are seeking a skilled Wealth Management Advisor to join our team of experienced professionals. As a key member of our Wealth Planning proposition, you will work closely with Wealth Planners to provide exceptional client service and support.

Responsibilities:

  • Assist Wealth Planners in managing clients' planning needs and solutions;
  • Respond promptly to client-related enquiries and maintain accurate records;
  • Collaborate with insurance companies to obtain policy information or new illustrations and product details;
  • Work effectively with the Wealth Planning support team and delegate administrative tasks as required;
  • Maintain and update knowledge through ongoing professional development (CPD) and examinations, where suitable;

Requirements

To succeed in this role, you will need:

  • A solid understanding of Microsoft Office applications, particularly Word, Excel, and PowerPoint;
  • An interest in and knowledge of the Wealth Management industry;
  • Experience working within the financial services sector, ideally for a wealth management firm or financial advisory practice with high net worth clients;
  • FCA-approved Level 4 RDR compliant qualification in financial planning or equivalent.

Compensation: The estimated salary range for this position is £45,000 - £60,000 per annum, depending on experience.



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