Description

Wealth Management Associate Berkswell (CV7)£32,000-£35,000 3 days office | 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You'll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally.Responsibilities include:

• Managing new business cases and preparing submissions to paraplanners
• Meeting preparation (new and ongoing advice)
• Valuations, disinvestments, bereavements, fund switches
• Bonds calculations, CGT reporting and use of Analytics
• Supporting complex cases (pension transfers, IHT planning, protection)
• Maintaining accurate client records in Salesforce
• Submitting business via iBusiness in line with regulatory standards
• Acting as escalation point for more complex client queries
• Liaising with advisers, internal support functions and third parties

This is not entry-level administration. You'll need to be comfortable handling technical detail and higher value client arrangements.What they're looking for

• Experience within financial services support / wealth administration
• Strong organisation and attention to detail
• Confident written and verbal communication skills
• Comfortable speaking directly with clients
• Ability to manage multiple cases and deadlines
• Strong numeracy skills
• Professional, discreet and calm under pressure

Salesforce experience and regulatory knowledge are advantageous.Structure

• Berkswell office (CV7 7SL)
• 3 days office / 2 days home
• Permanent position

This would suit an experienced Financial Services Administrator or Client Support professional looking to step into a broader, more technical Wealth Management Associate role within a well-run Partner Practice. If this aligns with your experience, message me to discuss further details confidentially.