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    Associate - Development - London, United Kingdom - Oval Recruit Ltd.

    Oval Recruit Ltd.
    Oval Recruit Ltd. London, United Kingdom

    4 days ago

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    Description
    Wealth Management Associate
    An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team.

    The company currently employs in the region of 100 members of staff, who operate on a hybrid basis from London offices.

    They have an excellent reputation and believe in developing employees' knowledge and offering strong career development opportunities. The company offer an excellent structured training & development programme and will assist you with professional qualifications.

    Working as an Associate, you will work closely with a Wealth Manager helping with the management of client relationships and technical administration.

    Help consultants with diary management and organise meetings.

    • Work as a productive part of your team, managing objectives and ensuring the best levels of client management are maintained.
    • Attend client meetings when required and help build relationships.
    • To apply for the role, you MUST HAVE PREVIOUS FINANCIAL SERVICES EXPERIENCE gained from a similar organisation - ideally Wealth Management, IFA, Investment provider, Platform or similar Financial Planning firm.
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