Job Title: Associate Wealth Manager

Location: London (Hybrid)

Salary: £29,000 – £33,000 + bonus (dependent on exams passed)

Job reference: 10189

Job Description:

Recruit UK is delighted to be partnering with a fast-growing Wealth Management firm, known for its client-focused approach and holistic services, including Financial Education and Mortgages. With a strong flow of clients and an expanding team, this is an exciting opportunity to join their Associate Wealth Manager programme in London.

This role is ideal for individuals looking to accelerate their career in wealth management, including those with two or more relevant exams passed and at least two years’ experience in a wealth management environment. You will work alongside a Senior Wealth Manager and their team, gaining hands-on experience while progressing towards Chartered Financial Planner status within 18 months.

The company offers a structured Training and Development programme, providing support and guidance at every stage of your career.

Duties will include:

· Attending client meetings with Wealth Managers

· Managing action points from client meetings

· Carrying out Carry Forward, Annual Allowance, and Lifetime Allowance calculations

· Conducting investment analysis

· Preparing detailed cash-flow modelling

· Responding to client inquiries (technical and administrative)

· Identifying opportunities and referrals from existing clients

· Managing workflow through Salesforce and business trackers

Benefits:

· Salary £29,000–£33,000 (dependent on exams) plus bonus

· Hybrid working

· Employee Assistance Programme: private GP appointments, savings & discounts, gym membership, financial wellbeing tools

· 21 days holiday + 3 extra days over Christmas, plus:

o 12 half-days for ‘Family Friday’ (last Friday of the month)

o 4 half-days for quarterly practice meetings

o Half a day for summer BBQ

o Half a day for Christmas Party

o 1 additional day per year of service (max 7 days)

· Competitive pension scheme

· Funded Private Medical Insurance

· Daily breakfast in the office

· Team and company social events

· Charity initiatives

Skills and experience required:

· Two or more RO exams passed (essential)

· At least two years’ experience in a Wealth Management environment

· Strong attention to detail

· Confident and professional communicator with excellent interpersonal skills

· Highly motivated, organised, proactive, and client-focused

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new role or filling one. We have a network of over 100,000 financial services contacts. Recruit UK is pleased to be working with a national firm on an Associate Wealth Manager opportunity in London.

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