Associate Wealth Manager - London

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