What’s it like working for Future Wealth Management? 

We are currently growing and are always on the lookout for new people to join us in our friendly team! 

As a team, we are highly supportive of everyone in the practice, always offering help, guidance and training when needed. We have offices at various locations and where possible, working from home facilities. 

Our Managing Partners and Senior Managers are friendly and approachable, always available to offer guidance and support. 

If you like the look of the roles we have in our Practice, please send your CV to careers@f-w-m.co.uk.  

Roles we have in the Practice:

• Client Servicing Coordinator 
• Business Administrator
• Paraplanner
• Adviser Academy
• Qualified Advisers 

What does a Client Servicing Coordinator do? 

• Responsible for booking client meetings and general PA duties
• Responsible for managing Salesforce, ensuring all data/records and team are up to date
• Responsible for evidencing clients servicing within Salesforce
• Creating pre-meeting packs
• Responsible for client contact and queries
• Managing new client’s & leads within Salesforce and Prospect Manager
• Closing meetings within Salesforce
• E-briefing management

What does a Business Administrator do?

• Responsible for managing the whole LOA process and gaining client information for business submission
• Post meeting admin and all CFR updates
• Supporting paraplanner in business submission: New business (new money), Withdrawals & top up’s drawdown
• Illustrations
• Completing client forms: ID&V, AML’s
• Chasing pipeline – SJP admin queries & issue resolution
• Liaise with client on data and updates on timeline 

What does a Paraplanner do?

• Responsible for QoD scores and best practice
• Managing compliance and risk
• Responsible for all business submission inc SLs, Illustrations and Advice Sets
• Preparing ‘presentation’ documentation for Advisers
• Issue resolution 

Adviser Academy

With the introduction of our very own Aspiring Adviser Programme, becoming an Adviser at Future has never been more exciting! If you would like to take your first step towards a career in wealth management, we provide successful candidates the support and guidance to understand all areas of the business that will enable you to become a fully qualified Adviser.​

The Opportunity

Future Wealth Management provides a sophisticated Academy programme for individuals to work alongside a highly successful Partner offering a seamless service of distinct quality, professionalism and expertise across all aspects of wealth management, supported by St. James's Place. The Academy programme will require commitment for the following:

• Learning all aspects of the administrational process.
• A commitment to passing exams at regular intervals.
• Producing personal/professional development plans.
• Attending regular plenary professional development sessions.
• Attending bespoke 1-2-1 development plan progress review & coaching meetings. 

Qualified Adviser 

We are recruiting employed and self-employed advisers if you our already established in your financial career but looking for a new challenge. Please upload your cv to careers@f-w-m.co.uk.  to open a conversation.