-
Investment/Wealth Associate
1 week ago
Oval Recruit Ltd. London, United KingdomJob DescriptionWealth Management Associate · Leading Specialist Wealth Manager, Based Central London · £35,000 - £43,000 + Excellent Package · An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This is an exciting ...
-
Wealth & Investment Associate
1 week ago
Oval Recruit London, United Kingdom Full timeWealth & Investment Associate · Leading Specialist Wealth Manager, Based Central London · £35,000 - £43,000 + Excellent Package · An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This is an exciting time to join ...
-
Investment/Wealth Associate
1 week ago
Oval Recruit Ltd. London, United KingdomWealth Management Associate · Apply (by clicking the relevant button) after checking through all the related job information below. · Leading Specialist Wealth Manager, Based Central London · £35,000 - £43,000 + Excellent Package · An award-winning London-based Wealth Management ...
-
Investment/Wealth Associate
2 weeks ago
Oval Recruit Ltd. London, United KingdomWealth Management AssociateLeading Specialist Wealth Manager, Based Central London£35,000 - £43,000 + Excellent PackageAn award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This is an exciting time to join the compan ...
-
Investment Administrator, Wealth Management
6 days ago
eFinancialCareers London, United KingdomOur client is a boutique, long established global wealth management firm with an impressive parent company. Boasting top performance and impressive growth plans, this is an exciting time to join. · Due to continual growth, this is a newly created client facing Investment Administ ...
-
Investment/Wealth Associate
5 days ago
Oval Recruit Ltd. Camden Area, United KingdomWealth Management Associate · Leading Specialist Wealth Manager, Based Central London · £35,000 - £43,000 + Excellent Package · An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This is an exciting time to join t ...
-
Wealth Associate
3 weeks ago
MASECO Private Wealth London, United KingdomThe is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to d ...
-
Investment Associate
2 weeks ago
Lucas Mclean Recruitment Limited London, United KingdomInvestment Associate opportunity within a renowned lower mid-market private equity investor offering involvement in originating new investments and leading acquisitions and growth strategies. · **THE COMPANY** · An established lower-mid Private Equity Investor with a track record ...
-
Investment Associate
1 week ago
Mint Selection London, United KingdomLocation- London- Job type: · - Permanent- Contact name: · - Ed Ireland- Job ref: · Published: · - 12 months ago**Investment Associate** **- **Top Tier Investment Fund** · Investment Associate sought by a top tier Investment fund with presence across the Energy spectrum. Joining ...
-
Investment Associate
1 week ago
Lucas Mclean Recruitment Limited London, United KingdomInvestment Associate opportunity within lower-mid market Private Equity offering full involvement in supporting MBO and Buy & Build Growth within SME businesses across high-growth sectors. · **THE COMPANY** · This established lower-mid market Private Equity Investor is renowned f ...
-
Investment Associate
1 week ago
Star Actuarial Futures London, United Kingdom**Vacancy Details**: · - Vacancy: · - **Investment Associate** · - Location: · **London / hybrid 50/50** · - Reference: · - **Star8270** · - Contract type: · - **Permanent** · - Sector: · - **Investment** · - Qualification: · - **CFA,Nearly/Newly Qualified,Senior Student** · - Sa ...
-
Investment Associate
2 weeks ago
eFinancialCareers London, United KingdomWe have a fantastic new opportunity at the Private Equity arm of a Global Alternative Investment Manager with an AUM of over $300 billion, for an Investment Associate Role on a permanent basis. The position will be based in London. · They are looking to expand their Private Equit ...
-
Investment Associate
1 week ago
Macdonald & Company London, United KingdomReal Estate Investor with assets across the UK, Europe and the US requires an Investment Associate based in London to support acquisitions · Key Responsibilities · - Part of the Investment team based in London. · - Report into the Managing Director · - Acquisitions, financing and ...
-
Investment Associate
6 days ago
eFinancialCareers London, United KingdomWe are currently looking for an Investment Associate to join a successful sector and strategy agnostic fund manager in London. The Investment Associate will be covering the UK and Irish markets, focusing on the resi sector. · **Responsibilities**: · - Preparation and confirmation ...
-
Investment Associate
1 week ago
eFinancialCareers London, United KingdomWe have currently partnered with a leading alternative investment manager (c. $20bn AUM) who are looking for an Investment Associate to join their Real Estate team in London. · The business focuses on primarily opportunistic real estate transactions across in the European/ US mar ...
-
Investment Associate
2 weeks ago
CVX Ventures London, United KingdomDo you have a passion for investments and making a difference for growth companies? Do you thrive in a fast-paced environment where you have significant strategic and operational responsibility? Additionally, do you want to be part of an extraordinary team of talented, motivated, ...
-
Investment Associate
6 days ago
eFinancialCareers London, United KingdomOur client is a leading investment firm specialising in the acquisition of middle market companies. With offices in the US and Europe they have a strong transaction record and are now looking for an Investment Associate to join their team in London. Theyare focused on making inve ...
-
Investment Associate
2 weeks ago
eFinancialCareers London, United KingdomOur client is a leading investment firm specialising in the acquisition of middle market companies. With offices in the US and Europe they have a strong transaction record and are now looking for an Investment Associate to join their team in London. Theyare focused on making inve ...
-
Investment Associate
2 weeks ago
Seedrs London, United KingdomAbout Seedrs · Seedrs is the leading equity crowdfunding platform and the most active funder of private companies in the UK, with £2.1B invested into campaigns and more than 1750 deals funded. We allow all types of investors to invest as little or as much as they like in business ...
-
Investment Associate
3 weeks ago
eFinancialCareers London, United KingdomA privately owned, multi sector real estate company focused on regeneration projects, hotel, residential, PBSA, BTR and commercial real estate sectors in the United Kingdom are seeking an Investment Associate. · Our client is a market-leading real estate platform with assets unde ...
Investment/Wealth Associate - london, United Kingdom - Oval Recruit Ltd.
Description
Wealth Management Associate
Leading Specialist Wealth Manager, Based Central London
£35,000 - £43,000 + Excellent Package
An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This is an exciting time to join the company as they have strong investment plans to significantly grow the company through 2024. 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.
Specifics of the role will include –
· Prepare client meeting packs, meeting notes and action schedules.
· Process all new business, ensuring company processes and procedures are adhered to.
· Maintain contact with clients, resolve queries, direct enquiries, and manage the relationship in a professional manner.
· Process fund switches and update valuations, client details.
· Co-ordinate client reviews, ensuring consultants have the required information ·
· 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.
· Have a desire to learn, develop and advance your technical knowledge and skills.
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. You will also need to display excellent communication skills, a strong work ethic and desire to do well and have an all-round positive and enthusiastic approach.
In return, our client offers the opportunity to work in a genuinely interesting and dynamic environment for a rapidly expanding organisation. They will offer the opportunity to further develop and take professional qualifications.
For more information, please contact Edward Groves.