Wealth Management Associate

1 week ago


Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is seeking an experienced Wealth Management Associate to join our dynamic Account Services team. In this role, you will be responsible for proactively supporting our external financial advisers, providing expert guidance on investment information, and maintaining accurate records in our core systems. Your primary focus will be on building strong relationships with our clients, identifying opportunities for growth, and driving revenue streams.

Main Responsibilities:
  • Deliver excellent customer service to external financial advisers, addressing their queries and concerns in a timely and professional manner.
  • Maintain high levels of accuracy when updating our core systems, ensuring compliance with policy and procedures.
  • Develop and implement strategies to enhance our relationship with external financial advisers, resulting in increased business opportunities and revenue growth.
About the Role:
  • Minimum 1-2 years of experience in a similar role within the financial services industry.
  • Strong knowledge of Xplan and other core systems used within the industry.
  • Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

We are offering a salary of £38,000 - £42,000 per annum, along with benefits including private medical insurance, life assurance, pension contribution, and generous holiday package.


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