Wealth Management Training & Governance Associate

Arbuthnot Latham; Greater London; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

BUPA Health cover

4x Life Assurance

Discretionary bonus

Market leading parental policies

Job summary

Arbuthnot Latham, located in Greater London, seeks a Wealth Management - Technical Governance & Training Associate to provide operational and technical support to the Training & Competence function. The role involves assisting in maintaining advice standards and coordinating technical projects.

The ideal candidate will have experience in Wealth Management/Financial Services and strong organisational skills, alongside a Level 4 Diploma in Financial Planning or working towards it. Benefits include a competitive salary, BUPA health cover, and a discretionary bonus.

Qualifications

• Experience in Wealth Management or Financial Services.
• Knowledge of Financial Planning and Investment Management.
• Good organisational and administrative abilities.

Responsibilities

• Assist in maintaining T&C records administration.
• Support training programmes and delivery of technical assessments.
• Track legislative changes and market trends.

Skills

Wealth Management experience

Organisational skills

Microsoft Office proficiency

Communication skills

Education

Level 4 Diploma in Financial Planning

Job description

Arbuthnot Latham, located in Greater London, seeks a Wealth Management - Technical Governance & Training Associate to provide operational and technical support to the Training & Competence function. The role involves assisting in maintaining advice standards and coordinating technical projects.

The ideal candidate will have experience in Wealth Management/Financial Services and strong organisational skills, alongside a Level 4 Diploma in Financial Planning or working towards it. Benefits include a competitive salary, BUPA health cover, and a discretionary bonus.