Associate Wealth Manager

Exciting New Financial Adviser Opportunity with Coronation Wealth Management Coronation Wealth Management has a rewarding opportunity for an Associate Wealth Manager to join its successful team in the South Bristol area.
The company is a Senior Partner practice of the largest wealth management company, St. James's Place which is one of the fastest growing companies in the UK; with over £180 billion in assets under management, it is the largest financial planning/wealth management company in the UK.

Coronation Wealth is in the process of building on its recent success by growing its team of Financial Advisers and utilising the St. James's Place Academy for training and development.
The company has a strong culture of developing and nurturing its Financial Advisers with a dedicated support team and ongoing development programme.

Highly Competitive Package
The company is offering a highly competitive and generous package:
Employed with bonus on new business Dedicated management and back office support Support from practice principal Professional Indemnity insurance, pension Financial support during Academy period Given immediate access to large client bank Location – South Bristol A great candidate will be:
Highly motivated with a strong desire to continue their professional development Have a passion for building long term relationships with a client centric attitude.
Team focused approach that fits with the culture and ethos of the practice Independent, ambitious and hard working Life and work experience in client facing positions.
Sales experience desirable Either Level 4 Diploma qualified or completed CII, RO1 and RO5 If this sounds like the next step for you, please apply above.