Wealth Management Associate

Are you a highly organised detail-focused professional with experience in financial planning or wealth management administration

Private Client Holdings is looking for a Wealth Management Associate to support a Wealth Manager in delivering exceptional service to private clients and their families. This role is ideal for someone who takes pride in accuracy professionalism client care and getting the details right. At Private Client Holdings the culture is built on Professionalism Client Centricity and Trust. The team is committed to nurturing long-term client relationships and providing dependable high-quality support in a private wealth environment.

The purpose of this role is to provide professional administrative and operational support to a Wealth Manager.

In this role you will help to:

• Deliver a smooth and professional client experience.
  
• Keep client records documentation and CRM profiles accurate and up to date.
  
• Support the Wealth Manager with deadline-driven administrative tasks.
  
• Assist with client onboarding and review preparation.
  
• Ensure FICA FAIS and compliance-related administration is handled correctly.
  
• Liaise professionally with clients internal teams and external service providers.
  

Administrative Support

• Prepare and collate documentation for new client onboarding.
  
• Maintain and update client CRM profiles with accuracy and consistency.
  
• Liaise with internal and external service providers on client-specific matters.
  
• Address and resolve administrative queries on behalf of the Wealth Manager.
  
• Assist with the preparation of client review packs working closely with the administrative team and Paraplanners where required.
  

• Apply a basic working knowledge of the FAIS General Code of Conduct in daily tasks.
  
• Ensure FICA and CDD requirements are completed according to client risk profiles and internal RMCP guidelines.
  
• Draft and/or check Records of Advice and replacement disclosure forms accurately and in line with internal compliance standards.
  
• Work with the internal compliance team where guidance or escalation is required.
  

• Maintain a working understanding of relevant financial products and service provider processes.
  
• Prepare proposal documents based on Wealth Manager instructions and recommendations.
  
• Compile financial needs analyses and retirement needs analyses under the guidance and instruction of the Wealth Manager.
  
• Ensure technical documents are accurate complete and aligned with client requirements.
  

• Communicate professionally with clients colleagues providers and internal support teams.
  
• Listen carefully ask the right questions and obtain the information needed to resolve queries properly.
  
• Support the Wealth Manager in delivering a consistent high-quality client experience.
  
• Handle confidential client information with discretion professionalism and care.
  

• Manage multiple deadlines and priorities in a structured way.
  
• Maintain exceptional attention to detail across documentation CRM updates compliance records and client packs.
  
• Take ownership of tasks and follow through on commitments.
  
• Remain calm and effective when working under pressure or managing high-volume administration
  

• Market-related salary depending on qualifications and experience.
  
• Provident fund contribution including risk and savings benefits.
  
• Hybrid working model (1 day per week at home) after successful probation
  
• Study support contribution towards study costs and study leave for exams
  
• Annual leave entitlement increases yearly up to an agreed maximum