IWA Associate

Weatherbys Private Bank; London; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

Weatherbys Private Bank seeks an IWA Associate in London or Wellingborough to manage Investments and Wealth Advice administration. This hybrid role offers professional growth within a collaborative team, providing essential support while ensuring adherence to high standards. Join us for an exciting opportunity with competitive benefits.

Benefits

25 days' annual leave, rising to 28

Private medical insurance

Pension scheme

Enhanced maternity and paternity leave

Income protection

Qualifications

• No client-facing; administration tasks only.
• Maintain accuracy and deadlines.
• Strong working knowledge of financial accounts.

Responsibilities

• Complete all IWA administration to the highest possible standard.
• Oversee workflow through IWA mailboxes and delegate as needed.
• Main point of contact for all IWA queries.

Skills

Technical understanding of Financial Planning

Exceptional client service skills

Effective communication skills

Attention to detail

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Education

Studying towards CII exams

Job description

IWA (INVESTMENT AND WEALTH ADVICE) ASSOCIATE

LONDON OR WELLINGBOROUGH (HYBRID)

Do you want to advance your career in Financial Planning? Join our Investment and Wealth Advice (IWA) team to develop your skills and accelerate your career journey.

You will complete all IWA administration duties, ensuring this is completed to the highest possible standard. Please note this is not a client facing role and you will not provide advice.

Why join us?

You will be part of a highly skilled and supportive team where you will play a vital role in providing the exemplary service that Weatherbys is known for. This opportunity offers both professional development and the opportunity to be a key contributor to our success.

Salary: Depending on experience, up to £35,000 per annum in London, or up to £29,300 per annum in Wellingborough.

Hybrid working: You will have the flexibility to work from home up to two days per week.

Benefits include: 25 days' annual leave (rising to 28 with length of service), private medical insurance, pension scheme, enhanced maternity and paternity leave, income protection. (For the full range of benefits, see https://www.weatherbys.bank/about-us/careers/employee-benefits/ )

What You Will Do

• Complete all IWA administration to the highest possible standard.
• Develop relationships with both Private Bankers and the wider Private Clients teams
• Oversee workflow through the IWA mailboxes and delegating where required
• Provide the main point of contact for all IWA queries from the Bank.
  
  
  

What You Will Bring

• Technical understanding of Financial Planning and the various accounts used to facilitate this
• Exceptional client service skills.
• Ability to communicate effectively with clients and colleagues in writing and verbally
• Ability to maintain accuracy and attention to detail when working to tight deadlines.
• Good working knowledge of Microsoft Word and Excel
  
  
  

It would be nice for you to be

• Studying towards your CII exams
  
  
  

Who We Are

Weatherbys is one of the best regarded independent banking groups in the UK, winning Private Bank of the Year at the Spear's UK Wealth Management awards in both 2021, 2023 and 2024. As you would expect from a business with ambitious growth plans, we are continually evolving and looking to the future but always put our clients at the heart of everything we do. Don't just take our word for it, find out more here: www.weatherbys.bank

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