Associate Wealth Manager 16870TW

JR United Kingdom; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking an Associate Wealth Manager to join their London team. This permanent role offers hybrid working arrangements and involves attending client meetings, managing inquiries, and performing cash-flow modelling. Ideal candidates will have relevant Wealth Management experience and have passed at least two RO exams.

Qualifications

• Relevant experience in Wealth Management.
• At least two RO exams passed.
• Highly IT literate with MS Office skills.

Responsibilities

• Attend client meetings with Wealth Managers.
• Manage action points from client meetings.
• Prepare detailed cash-flow modelling.
• Respond to client inquiries.

Skills

Wealth Management experience

Technical inquiries handling

Client relationship management

Cash-flow modelling

Salesforce proficiency

MS Outlook

Excel

PowerPoint

Word

Education

RO exams

Job description

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Associate Wealth Manager 16870TW, London

Client: Barbara Houghton Associates Limited

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

1

Posted:

25.05.2025

Expiry Date:

09.07.2025

Job Description:

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This role offers hybrid working arrangements.

Responsibilities include (but are not limited to):

• Attend client meetings with Wealth Managers
• Manage action points from client meetings
• Carry forward, annual allowance, and lifetime allowance calculations
• Prepare detailed cash-flow modelling
• Respond to client inquiries (technical and administrative)
• Identify opportunities and referrals from existing clients
• Manage 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 your CV to Tony Ward, quoting job reference 16870TW.