Associate Wealth Adviser
Core
Support candidates in completing Financial Planning exams while learning wealth advisory skills on the job under experienced mentors.
Role type
Associate Wealth Adviser (Level 4 qualification support)
Builds
Client relationships and personal wealth management business
Domain
Private wealth management and investment advisory
Deliverable
client delivery
Required skills
Financial planning exam completion, sales experience, numerical acumen, time management, entrepreneurial drive
Preferred skills
Prior experience in blue-chip banking, professional services, legal, or financial services
Technologies
Financial planning exam curriculum
Responsibilities
Complete Level 4 Financial Planning exams, work closely with experienced advisers, build a client bank, develop business acumen
Seniority
Entry-level to Junior, mentored IC
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