Wealth Management Relationship Associate - Berkswell

We are looking for a new Wealth Management Relationship Associate to join our clients SJP firm, working in Berkswell. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, and liaising with their clients.

Responsibilities:

- Provide management of delegated tasks, deadlines and reminders.
- Manage Adviser diary and client appointments.
- Be first point of contact for calls into adviser, and ensure liaise with Private client manager accordingly.
- Making travel booking and arrangements as required for the Adviser.
- Contacts prospects/clients to help them to better understand the full potential of our services, arranging meetings with Adviser when appropriate.
- Diarise and maintain relationships with prospects where i...