_{07th February, 2025}

You will be a key player in assisting private wealth advisers in helping them continue to build their relationships with a range of HNW/UHNW clients.

Duties and Responsibilities

• Assistance to senior advisers in implementing client strategies and portfolio recommendations.
• Following up action items concluded from client meetings.
• Producing standard and tailored client correspondence.
• Preparation of research and required documentation for client meetings.
• Implement trades. 
• Ensure all compliance requirements are being met.

Skills & Experience  

• 2-3 years Financial Planning industry experience
• Diploma in Financial Planning 
• Excellent communication skills
• Knowledge of Xplan

This rare opportunity will offer career development and clear progression into an Associate Adviser position!

If this sounds of interest to you, please apply via the link below for a confidential discussion.

Apply For Job