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We have an exciting opportunity for an Associate, Wealth Management to join the team in our Manchester office. The Wealth Associate will be responsible for providing support and assistance to our advisers and clients, while working under the guidance of our senior advisers. The Associate Wealth Management plays a key support role within the Wealth Management team, working closely with Senior Advisers to delivery high- quality, personalised service to clients. The role combines client liaison, technical administration, meeting preparation and operational support, alongside elements of executive assistance and event coordination and management. This is a client facing, detail-oriented position requiring excellent organisational skills, discretion and a strong service mindset. It is well suited to someone looking to develop a long-term career in wealth management.
Job Responsibility:
Act as a key point of contact for clients, handling day to day queries in a professional and timely manner
Build strong working relationships with clients, advisers and internal stakeholders
Support client onboarding, ongoing servicing, and ad hoc client requests
Provider day to day support to Senior Advisers, including diary management, correspondence and document preparation
Coordinate internal communication and follow ups on behalf of advisers
Prepare client meeting packs, valuations, reports and presentation materials
Attend meetings where appropriate and record actions and outcomes
Ensure all post meeting actions are followed up accurately and within agreed timeframes
Implement advice as instructed by Senior Advisers, ensuring accuracy and compliance with internal procedures
Liaise with internal teams, platforms, and third parties to process instructions efficiently
Maintain accurate and up to date client records and documentation
Support the planning, organisation and delivery of client events and seminars
Manage invitations, logistics, attendee communications, and post-event follow up
Assist with wider marketing or client engagement initiatives as required
Requirements:
Strong organisational and time management skills, with excellent attention to detail
Confident communicator with a professional and client-focused approach
Ability to manage multiple priorities and work calmly under pressure
High level of discretion and professionalism when handling sensitive information
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
Experience in wealth management, financial services, or a professional services environment
Knowledge of investment products and advice processes
Working towards, or interest in, relevant professional qualifications
Experience supporting senior stakeholders or client-facing professionals
Proactive, reliable, and solutions-focused
Strong interpersonal skills and a collaborative mindset
Comfortable taking ownership and seeing tasks through to completion
Keen to learn and develop within a wealth management environment
Nice to have:
Experience in wealth management, financial services, or a professional services environment
Knowledge of investment products and advice processes
Working towards, or interest in, relevant professional qualifications
Experience supporting senior stakeholders or client-facing professionals
What we offer:
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team