Recruiting now
| Posted: | 13/03/26 | |
| Recruiter: | Ellis James Partners Ltd | |
| Reference: | 3084005602 | |
| Type: | Permanent | |
| Salary: | £32,000 - £35,000 Annual | |
| Location: | UK | |
| Description: | Wealth Management Associate Berkswell (CV7) £32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally. Responsibilities include:
This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements. What they're looking for
Salesforce experience and regulatory knowledge are advantageous. Structure
This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially. | |