Wealth Management Associate

3 days ago


Colchester, Essex, United Kingdom Douglas Steers & Company Full time
Job Description

The Financial Planning Support Specialist will play a key role in supporting our advisers with research, analysis, and client interactions.

Responsibilities will include:

  • Assisting with client onboarding and file preparation
  • Supporting advisers with research and analysis
  • Liaising with product providers to acquire client policy details
  • Maintaining electronic client files and ensuring compliance
  • Preparing client valuations and review reports
  • Carrying out fund research and compiling suitability reports

Additional duties will include managing cases to completion, maintaining high standards of file maintenance, and reviewing reports to ensure compliance.



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