Associate Wealth Manager

Associate Wealth Manager – Nottingham Are 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.

Location: Nottingham, UK, GB

Posted Date: 8/25/2025