Job Description

Job Summary

This is a part-time hybrid role for an Associate at W8 Advisory (which could become full-time hybrid, if demands require). The Associate will be responsible for carrying out day-to-day tasks related to wealth management, including providing assistance with wealth structuring, trusts & estate planning advice, family governance advice & implementation, as well as providing bespoke legal & administrative solutions to clients, in the role of a Family Office Executive. The role will be primarily based in the London Area, with flexibility for some remote work.

Skills

Wealth management & Wealth structuring skills A STEP qualification is compulsory Strong analytical and problem solving abilities Excellent communication and interpersonal skills Ability to work independently and as part of a team Minimum 3 yrs Experience in the wealth management industry or as a Private Client Professional. Bachelor's degree in Law is highly desirable Experience as a Trust Officer or Trainee or Qualified Private Client Solicitor/ Paraplanner or Legal Executive in a private client practice is also highly desirable

Company Description

W8 Advisory is a unique wealth management practice based in the London Area, United Kingdom. Established and managed by Africans, W8 Advisory operates in the best stewardship tradition of a Multi-Family Office. Our mission is to serve the complex and unique needs of ultra-high net worth African entrepreneurs by presenting wealth management solutions that assist with preserving their wealth for the next generation. We work closely with each client to offer them insight into their wealth management, provide critical decision making information, and support them in successfully managing their wealth. W8 Advisory has been featured consistently in the Spears 500 digest as a 'Top Recommended Family Office Service in the past 5 years.

Job Types: Part-time, Permanent

Pay: 35,000.00-45,000.00 per year

Expected hours: 30 per week

Application question(s):

Do you have a STEP qualification?
Work Location: Hybrid remote in London W8 4SG