Wealth Management Associate
other jobs Allerton Park Recruitment Solutions
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- Salary negotiable
Job Description:
Wealth Management Associate - Basic to £30,000 Bonus, Benefits & Hybrid working.
A high quality and successful Financial Planning and Investment Management Practice is looking for a Wealth Management Associate to join their business.
This brand new role will be working alongside established IFAs and within a high quality Technical and Support team. Key responsibility will be to support the Financial Planners and their Clients.
Duties will include system and database management, technical support, Client relationship management, business processing and administration.
Full industry exam and personal development support will be provided alongside development opportunities including Senior Support, Paraplanning and Advising.
Financial Planning exposure is ideal but a genuine interest in the industry is essential. Excellent communication skills, strong literacy and numeracy skills and strong desire to learn and develop are a must.
A high quality and successful Financial Planning and Investment Management Practice is looking for a Wealth Management Associate to join their business.
This brand new role will be working alongside established IFAs and within a high quality Technical and Support team. Key responsibility will be to support the Financial Planners and their Clients.
Duties will include system and database management, technical support, Client relationship management, business processing and administration.
Full industry exam and personal development support will be provided alongside development opportunities including Senior Support, Paraplanning and Advising.
Financial Planning exposure is ideal but a genuine interest in the industry is essential. Excellent communication skills, strong literacy and numeracy skills and strong desire to learn and develop are a must.
Job number 3335322
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Company Details:
Allerton Park Recruitment Solutions
Company size: 5–9 employees
Industry: Financial Services
Allerton Park is a specialist Financial Services recruitment business. We provide proactive, discrete and efficient recruitment services to the follo...