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Wealth management advisor

Manchester
Permanent
Pontoon Solutions
Wealth manager
Posted: 5 January
Offer description

Job Description

Job Title: Wealth Management Operations Associate

Duration: 12 months, potential to go perm

Location: Manchester/Hybrid (four days per week in the office)

Salary: Competitive

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.


Are you ready to embark on an exciting journey in the world of wealth management? Our client is seeking 6 enthusiastic Wealth Management Operations Associates to join their vibrant team in the heart of City Centre, Manchester. This is a fantastic opportunity to work in a dynamic environment where you can make a real difference!


About the Role:


As a Wealth Management Operations Associate, you will play a crucial role in providing operational support within the Wealth Services platform. Your responsibilities will include:


1. Validating and executing financial transactions with precision.
2. Maintaining accurate client rec...

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