Associate Wealth Manager

Full Time, Accounting/Financial/Insurance Vacancy In City and County of the City of London

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
• Attend Client Meetings with Wealth Managers
• Manage Action Points from Client Meetings
• Carry Forward, Annual Allowance, Lifetime Allowance Calculations
• Investment analysis
• Preparation of detailed cash-flow modelling
• Respond to Client Inquiries (Technical and administrative)
• Identify Opportunities and Referrals from Existing Clients
• Managing workflow through Salesforce and Business Trackers
Skills and experience:
• Relevant experience working in a Wealth Management environment
• At least two RO exams passed
• Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills
Only candidates with relevant experience will be considered.
For more information please send CV in to Tony Ward quoting job reference 16870TW

2025-10-02 10:07:24

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Updated 22-10-2025 10:24

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