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Wealth Management Associate - London, United Kingdom,


Your new company
This wealth management company specialises in offering niche services to clients that include stability, trust, expertise and putting clients first. The business is highly established and offer a fresh approach to wealth management.

Your new role
This Wealth Management Administrator role will be reporting to the Administration Manager and will also give you exposure to other senior employees. Your day to day responsibilities will mainly consist of assisting Paraplanners in reports, ad hoc, client data input, liaising with providers and Investment Managers.

What you'll need to succeed
You must have experience working in administrative role at a Wealth Manager previously, where you assisted Paraplanners. In addition, IFA knowledge is preferable. You need to be a hard worker, who is reliable, analytical and have good organisation skills.

What you'll get in return
The role is a full time fixed term contract and is paying up to £30,000. The company offers bonuses and benefits. You will be required to implement your previous knowledge from your previous wealth management exposure.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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