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Wealth Management Associate – Wealth Career Development Opportunity, London
Client: Leading Specialist Wealth Manager
Location: London, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Views: 4
Posted: 21.03.2025
Expiry Date: 05.05.2025
Job Description:
An award-winning London Wealth Manager is looking to expand their team with the recruitment of an ambitious individual who would like to train and develop within the Wealth Management industry.
This is an exciting time to join the company as they have strong investment plans to significantly grow through 2025. They have an excellent reputation and believe in developing employees’ knowledge and offering strong career development opportunities. The company offers an excellent, structured training & development program and will assist you with professional qualifications.
You will work closely with a Wealth Manager helping with the management of client relationships and technical administration. The role will begin with more of a support focus, providing the perfect platform to learn, but with a view to developing your relationship management, client, and technical skills for future progression towards becoming a Wealth Manager.
Specifics of the Role (Learning Phase):
1. Prepare client meeting packs, meeting notes, and presentation material.
2. Assist with pre-client meeting research; preparing cash flow plans, client reviews, and portfolio reports.
3. Process all new business, ensuring company processes and procedures are adhered to.
4. Maintain contact with clients, resolve queries, direct inquiries, and manage the relationship in a professional manner.
5. Process fund switches and update valuations, client details.
6. Co-ordinate client reviews, ensuring consultants have the required information.
7. Prepare client recommendation letters based on meeting notes and information provided from the Wealth Manager.
8. Work as a productive part of your team, managing objectives and ensuring the best levels of client management are maintained.
9. Attend client meetings when required and help build relationships.
10. Have a desire to learn, develop and advance your technical knowledge and skills.
11. Develop your business development skills and gain an understanding of how clients are developed.
To apply for the role, you MUST HAVE PREVIOUS FINANCIAL SERVICES EXPERIENCE gained from a similar organization – ideally Wealth Management, IFA, Investment provider, or similar Financial Planning firm. Exposure to working with High Net Worth or Ultra High Net Worth clients would also be an advantage. A strong educational background is essential to understand complex solutions and conduct in-depth analysis/research.
You will also need to display excellent communication skills, a strong work ethic, and a desire to do well, along with an all-round positive and enthusiastic approach.
For more information, please contact Richard Garbett.
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