Wealth Management Associate

2 weeks ago


Waltham Cross, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Wealth Management Associate to join our team at Blakemore Recruitment.

The ideal candidate will work with a well-established, single office Independent Financial Adviser based in Waltham Cross, who are looking for someone to conduct reviews of clients' financial circumstances and devise strategies to help them achieve their goals.

The successful candidate would be Level 4 qualified and have some client-facing experience, with a good understanding of ISAs, Pensions, and Investment Bonds. A full UK driving licence and own car are essential, as travel to some clients may be required once current restrictions are lifted.

We offer a competitive salary of £38,000 - £48,000 per annum, depending on experience.

About the Position

  • Conducting reviews of clients' financial circumstances and devising strategies to help them achieve their goals.
  • Analysing investment portfolios and ensuring all regulatory requirements are met.
  • Liaising with other professionals, such as accountants and solicitors.

Essential Requirements

  • Holding R01 or equivalent and working towards Level 4 financial advice qualifications.
  • Experience in paraplanning or a similar role.
  • A full UK driving licence and own car.

Desirable Qualifications

  • Level 4 financial advice qualifications.
  • Experience in providing client-facing financial advice.
  • Current valid Statement of Professional Standing.

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