Associate Wealth Manager 16870TW

JR United Kingdom; Slough; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading company seeks an Associate Wealth Manager to join their team in Slough on a permanent basis, offering hybrid working. Responsibilities include managing client relationships, preparing financial models, and leveraging IT skills for effective communication. Ideal candidates will have relevant wealth management experience and have completed necessary RO qualifications.

Qualifications

• Relevant experience in a Wealth Management environment is essential.
• At least two RO exams passed is required.
• High level of IT literacy including MS Office skills.

Responsibilities

• Attend client meetings with wealth managers.
• Manage action points and client inquiries.
• Prepare detailed cash-flow modelling.

Skills

Wealth Management Experience

IT Literacy

Education

RO exams

Tools

Salesforce

MS Outlook

Excel

PowerPoint

Word

Job description

Social network you want to login/join with:

Associate Wealth Manager 16870TW, slough

col-narrow-left

Client:

Barbara Houghton Associates Limited

Location:

slough, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

col-wide

Job Description:

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

• 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 at quoting job reference 16870TW.