Wealth Management Associate
2 weeks ago
Job Title: Wealth Management Associate
Job Summary:
We are seeking a highly skilled Wealth Management Associate to join our HNW team in Worcestershire. As a key member of our team, you will provide administrative support to our Wealth Planners, ensuring the smooth delivery of our services to clients.
Key Responsibilities:
- Process new business for clients
- Manage client correspondence and post
- Arrange client meetings and valuations
- Prepare client application forms
- Support the Wealth Planners with administrative tasks
Requirements:
To be successful in this role, you will have previous experience working within a firm of Financial Planners/Wealth Managers and a full understanding of the end-to-end Financial Planning process.
We offer full training and exam support to help you develop your career in this direction.
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