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Posted 5 days ago

Be part of a diverse workforce within a leading wealth management firm with a forward-looking vision, entrepreneurial spirit and strong emphasis on continual professional development.

Supporting the Head of Wealth Management, you will be responsible for providing an excellent service, knowledge and expertise to clients and stakeholders, liaising directly with clients.

Responsibilities will include:

  • Monitoring and administering cash management of client accounts 

  • Obtaining credit approval for client transactions and monitoring client credit limits

  • Carrying out trade execution of investment instructions 

  • Investigating and resolving any settlement and custody queries received internally and from clients 

  • Ensuring client account information and KYC supporting documentation is accurately maintained

Experience and skills required:

  • Previous experience in a similar role 

  • Hold a relevant professional qualification, such as Securities & Investment Institute Level 3 Securities Certificate 

  • Good knowledge of the financial markets 

  • Strong written and verbal communication skills 

  • Ability to build good working relationships with clients 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.