Job 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:
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
Salesforce experience and regulatory knowledge are advantageous.
Structure
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.
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.
About Ellis James Partners Ltd