Jobs
>
London

    Investment/Wealth Associate - London, United Kingdom - Oval Recruit Ltd.

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

    1 week ago

    Default job background
    Description
    Job 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.

  • Oval Recruit Ltd.

    Investment/Wealth Associate

    1 day ago

    Oval Recruit Ltd. london, United Kingdom

    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 t ...

  • Oval Recruit

    Wealth & Investment Associate

    1 week ago

    Oval Recruit London, United Kingdom Full time

    Wealth & 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 ...

  • Oval Recruit Ltd.

    Investment/Wealth Associate

    1 week ago

    Oval Recruit Ltd. London, United Kingdom

    Wealth 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 ...

  • Oval Recruit Ltd.

    Investment/Wealth Associate

    2 weeks ago

    Oval Recruit Ltd. London, United Kingdom

    Wealth 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 ...

  • eFinancialCareers

    Investment Administrator, Wealth Management

    6 days ago

    eFinancialCareers London, United Kingdom

    Our 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 ...

  • Oval Recruit Ltd.

    Investment/Wealth Associate

    5 days ago

    Oval Recruit Ltd. Camden Area, United Kingdom

    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 t ...

  • MASECO Private Wealth

    Wealth Associate

    3 weeks ago

    MASECO Private Wealth London, United Kingdom

    The 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 ...

  • Lucas Mclean Recruitment Limited

    Investment Associate

    2 weeks ago

    Lucas Mclean Recruitment Limited London, United Kingdom

    Investment 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 ...

  • Mint Selection

    Investment Associate

    1 week ago

    Mint Selection London, United Kingdom

    Location- 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 ...

  • eFinancialCareers

    Investment Associate

    2 weeks ago

    eFinancialCareers London, United Kingdom

    Our 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 ...

  • eFinancialCareers

    Investment Associate

    6 days ago

    eFinancialCareers London, United Kingdom

    We 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 ...

  • Macdonald & Company

    Investment Associate

    2 weeks ago

    Macdonald & Company London, United Kingdom

    **Location**: · **London** · **Salary**: · ** ** · **Job Type**: · **Permanent** · **Reference**: · **66189** · **Job Summary**: International Real Estate Private Equity firm is seeking am Investment Associate to support acquisitions with a focus on the UK and Pan European real e ...

  • Lucas Mclean Recruitment Limited

    Investment Associate

    1 week ago

    Lucas Mclean Recruitment Limited London, United Kingdom

    Investment 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 ...

  • ruffer llp

    Investment Associate

    1 week ago

    ruffer llp London, United Kingdom

    Are you an Investment Associate with experience of building strong client relationships, providing first class customer service? · We are currently recruiting an Investment Associate (Private Clients) to join the Front Office team in our London office. The role will support the e ...

  • Star Actuarial Futures

    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 ...

  • Elevate Partners

    Investment Associate

    1 week ago

    Elevate Partners London, United Kingdom

    **The Investment Associate is responsible for underwriting investment opportunities, providing financial analyses to support investment decisions and conducting market research** · **Responsibilities**: · - Assisting senior real estate professionals in sourcing, preparing and pre ...

  • CVX Ventures

    Investment Associate

    2 weeks ago

    CVX Ventures London, United Kingdom

    Do 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, ...

  • WallStone Partners & Company Limited

    Investment Associate

    6 days ago

    WallStone Partners & Company Limited London, United Kingdom

    Non-disclosed London, United KingdomPosted 4 hours ago Flexible Permanent Negotiable · - Our client is a prestigious alternative investment management firm with assets under management exceeding $35 billion. They specialise in various investment strategies, including real estate, ...

  • eFinancialCareers

    Investment Associate

    6 days ago

    eFinancialCareers London, United Kingdom

    Our 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 ...

  • Macdonald & Company

    Investment Associate

    1 week ago

    Macdonald & Company London, United Kingdom

    Real 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 ...