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Barbara Houghton

Associate Wealth Manager

City of London Full-Time 30000 - 42000 £ / year (est.) No home office possible

Job Description

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 Inquiri…

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Associate Wealth Manager employer: Barbara Houghton

As an Associate Wealth Manager with our client, you will thrive in a dynamic and supportive work environment that champions professional growth and development. The hybrid working model allows for flexibility, while the collaborative culture fosters teamwork and innovation, ensuring you are well-equipped to provide exceptional service to clients. With a focus on employee well-being and continuous learning, this role offers a rewarding career path in the wealth management sector.