Associate

Join a high-performing private wealth team within a leading wealth management organisation. This is a fantastic opportunity to partner with a group of highly regarded Investment Advisers and provide first-class client service and operational support.
 

The Opportunity
Supporting four experienced Investment Advisers, you’ll be the key point of contact for clients and play an integral role in delivering a seamless service experience. You’ll work alongside a collaborative network of Associates across the broader business, while being the sole Associate within this high-growth team. This role has a defined pathway for someone who is looking to progress into an Investment Advisor. 
 

Key Responsibilities

• Act as the first point of contact for clients, delivering an exceptional client experience.

• Proactively anticipate adviser and client needs, ensuring all requests are actioned efficiently and with d...