Associate Wealth Manager

Associate Wealth Manager

Slough Full-Time No home office possible
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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 ManagersManage Action Points from Client MeetingsCarry Forward, Annual Allowance, Lifetime Allowance CalculationsInvestment analysisPreparation of detailed cash-flow modellingRespond to Client Inquiri…

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Contact Detail:

Barbara Houghton Recruiting Team

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