Wealth Management Associate Berkswell (CV7)£32,000-£35,000 3 days office 2 days home A highly established Wealth Management firm is looking to appoint a Wealth Management Associate to support its advisory team. This is a senior-level support position within a regulated wealth environment, providing advanced new business and ongoing servicing support - including exposure to higher net worth clients and more complex planning cases. The firm operates to high professional standards, with a strong focus on client experience, technical accuracy and regulatory alignment. You''ll manage cases end-to-end, working closely with advisers and paraplanners to ensure the advice process runs efficiently and professionally.Responsibilities include:Managing new business cases and preparing submissions to paraplannersMeeting preparation (new and ongoing advice)Valuations, disinvestments, bereavements, fund switchesBonds calculations, CGT reporting and use of AnalyticsSupporting complex cases (pension transfers, IHT planning, protection)Maintaining accurate client records in SalesforceSubmitting business via iBusiness in line with regulatory standardsActing as escalation point for more complex client queriesLiaising with advisers, internal support functions and third partiesThis is not entry-level administration. You''ll need to be comfortable handling technical detail and higher value client arrangements.What they''re looking forExperience within financial services support / wealth ..... full job details .....