Heat Recruitment

Associate Wealth Manager

📍 Location
Nottingham, England
⏰ Job Type
Permanent
📅 Posted
June 09, 2026
Apply Now

Job Description

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...

  • Ready to Apply?

    Take the next step in your career - we're hiring now!

    Apply for this Position