Associate Wealth Manager

Associate Wealth Manager – NottinghamAre you an accomplished Paraplanner looking to step into a client facing role with a route to becoming a Financial Advisor?We are working with a highly regarded in Nottingham that offers a great culture and a supportive environment. They are looking for an Associate Wealth Manager, a role ideal for an accomplished paraplanner ready to take the next step in their career.Role Highlights:Strong knowledge and understanding of financial planning required.Clear career direction and ambition.Opportunity to be client-facing if desired.Supporting senior advisors through note-taking, report writing, and attending client meetings.Must be confident and able to “hold themselves” in client meetings, in particular with HNW individuals.Career Progression & Benefits:Study leave and strong study support.Clear pathway for career development within the firm.This role is perfect for a paraplanner who wants to step up, gain more client-facing experience, and continue progressing in a supportive, modern environment.

Created: 2025-09-11