Wealth Management Associate
5 days ago
We are looking for a talented Wealth Management Associate to join our team in East Malling. As a key member of our Wealth Management division, you will be responsible for providing administrative support to our advisory team.
About the Role:- Providing administrative support to our advisory team, including monitoring diaries, opportunities, queries, and requests.
- Processing sales-related paperwork from submission to completion, as well as ongoing administration for investments, pensions, and protection departments.
- Maintaining awareness of company policies, practices, and procedures.
- Gathering information for annual reviews.
This is an exciting opportunity to develop your skills and knowledge in wealth management, working with a leading global provider of trusted wealth planning and investment management solutions.
As a Wealth Management Associate, you will have the opportunity to work with a diverse range of clients, from private individuals to large universities, and contribute to the success of our organisation.
What We Offer:- An estimated salary of £35,000 - £45,000 per annum, depending on experience.
- 25 days annual leave, plus an extra day off for your birthday.
- Cycle to work scheme and life assurance.
- Private healthcare and enhanced maternity and paternity pay.
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