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…
Contact Detail:
Barbara Houghton Recruiting Team