Associate Wealth Manager

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 For more information please send CV in to Tony Ward quoting job reference 16870TW