Assistant Wealth Manager

Assistant Wealth Manager

Leading Specialist UK Wealth Manager, Based Central London

£40,000 - £52,000 + Excellent Package, Bonus, Training Scheme

This is an excellent opportunity for individuals with at least 2 years Wealth or Investment Management experience who are interested in further developing their Wealth Management careers. With a direct route to becoming a Chartered Wealth Manager, we are looking for candidates with a strong background in Investment, Wealth Management or Financial Advice who are looking for the next step in their careers. Reporting to a Wealth Manager, you will be responsible for the following:

• Client Management. Liaising on a regular basis with clients on behalf of the Wealth Manager, including handling communications, presentations, documentation as well as managing client files and other elements of client relationship management.
• Client Administration. Work closely with the Wealth Manager, coordinating meetings, preparing documentation and liaising with platforms and service providers on direct instruction of the Wealth Manager.
• You will also work closely with the Wealth Manager on all aspects of the client file, including putting together detailed financial and investment reviews and creating and implementing recommendations. You will be given the opportunity to develop your skills on the road to becoming a Chartered Wealth Manager.

To be successful in this role, you should have the following experience.

• At least 2 years in a client facing role within Investment Management, Wealth Management or Financial Advice.
• Exposure to Wealth and Investment products and writing reports for clients.
• Excellent communication and presentation skills.
• A desire to further develop to Chartered Wealth Manager status.

In return, our client offers:

• Basic salary from £45,000 - £50,000 + Excellent Package & Bonus.
• Opportunity to train further in Wealth Management, including sponsorship through qualifications.
• Interesting and collaborative Wealth Management environment.
• Hybrid working.

For more information, please contact Edward Groves