Wealth Management Operations Associate

Pontoon Solutions • manchester, england • Posted June 20, 2026

Position Overview

12‑Month Employed Consultant Contract (Potential to Extend or Go Permanent)

Salary: £33,500 per annum (dependent on experience)

We are seeking a Wealth Management Operations Associate to join a high‑performing Operations team supporting Wealth Services. This role is ideal for individuals with a background in banking operations, payments, transfers, transaction processing, or complex customer/client case handling , looking to progress into a specialist Wealth Operations environment.

About the Role

As a Wealth Management Operations Associate, you will play a key role in ensuring the accurate and timely processing of financial activity for high‑value clients. You will work closely with internal operational teams and relationship managers to maintain data accuracy, support transaction workflows, and uphold the highest service standards.

Key Responsibilities

  • Validate, process, and execute financial transac...