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Financial Services



Type of Position: Associate Wealth Manager - London
Pay: £28k - £32k

Associate Wealth Manager - London

We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. 


The Role – Trainee Associate Wealth Manager:

The position will require an enthusiastic and driven graduate level candidate to deliver first class support to a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager, fully supported by the company and its robust Training and Development. You must project a professional image and entrepreneurial spirit in both appearance and attitude along with providing quality support on time to agreed standards.

Duties include but are not exclusive to:

·       Attend Client Meetings with Wealth Managers

·       Manage Action Points from Client Meetings

·       Writing Post Approval Suitability letters and Business Submission

·       Carry Forward, Annual Allowance, Lifetime Allowance Calculations

·       Client Financial Review input/updating

·       Manage Pipeline for Senior Wealth Manager

·       Analytics using FE Analytics and preparation of detailed Voyant reports

·       Drawdown Review Letters and Fund Switch Letters

·       Respond to Client Inquiries (Technical and administrative)

·       Identify Opportunities and Referrals from Existing Clients

·       Managing workflow through Asana software and Business Trackers

·       Facilitation of defined benefit transfers

·       Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software

·       Critical Yield Calculations

·       Manage Outsourced Letter Of Authority Process

The Person:

This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

You must have a degree and at least 3 years previous work experience and be strong in the following areas:


·       Relevant experience in Wealth Management or regulated Financial Services

·       Candidates with SJP related experience would be of particular interest

·       At least 2 CII RO exams

·       High level of attention to detail & excellent organisation skills

·       High standard of written & verbal communication skills

·       Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills

·       Keeps calm when faced with conflicting demands and handles these effectively

·       Strong interpersonal skills, demonstrating a professional, proactive and positive attitude

·       Ability to work autonomously as well as working on shared goals as part of a team

·       Manages time effectively with the ability to multi-task


If this position is of interest to you, then please forward your CV to 

Apply for this job

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