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Associate Wealth Manager

Heat Recruitment
Location 📍 Nottingham, United Kingdom
Posted 📅 June 09, 2026
Work Type ⏰ Permanent

Position Overview

Location

Nottingham

Salary £45000 - £45000 TypePermanent WorkplaceOn-Site Ref88742

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 part...

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    Job Details

    Employment Type
    Permanent
    📊
    Category
    Financial Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Nottingham, United Kingdom