We’re hiring an associate/senior associate to join our growing business. This is a terrific opportunity for someone who is curious about retail investing, wants to better understand the industry and who wants to help financial institutions thrive amid disruption.

The ideal candidate will be  curious, attentive to detail, numerate, have good writing skills and will be a self starter. He or she will have at least three years work experience and will have worked in financial services. 

The associate/senior associate will get involved with interviewing mid-level executives at platforms, asset management firms and other providers and will maintain our data relationships. He or she will write reports based on roundtable discussions and will help to get people along to events (roundtables in particular).

The main focus areas are:

  • Financial advice market trends
  • Technology disruption
  • Investment distribution

You will get to work with some fun and smart people and you’ll also work with me. We have offices in Central London but can offer flexibility to work remotely.

We are in a fortunate position with a perspective across the market to the wider picture of investing. We’re growing rapidly and have some fun projects on the go. Email us at enquiries@nextwealth.co.uk to find out more. No agencies please!

About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.

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