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Associate Wealth Advice
1 month ago
As an Associate you will assist the organization in the delivery of outstanding clientfocused financial services. Youll be in a nonadvisory developing role whereby youll be participating in the client journey while assisting and being mentored by a Senior Associate.
This will provide you a clear pathway for further development with the objective of learning the companys processes and methodology ensuring positive outcomes. A bias towards action is necessary as well as the ability to work in a rapidly growing and evolving environment and possessing a positive cando attitude.
In this role you will:
- Play a significant part in the service delivery of positive client outcomes alongside the Senior Associate.
- Assist with the preparation and delivery of outstanding clientfocused financial planning in an efficient and timely manner.
- Support the Senior Associate in executing the client relationship strategy.
- Support the Senior Associates in maintaining strong relationships with clients and driving engagement.
- Ensure that their work undertaken complies with regulatory guidelines issued by the compliance department.
- Support the Paraplanners with research and analysis for the preparation of personal financial plans and annual progress meetings.
- Attend annual progress meetings with the Senior Associates.
- Progress in line with the appropriate career path including taking the relevant CII/CISI qualifications.
- Ensure client files are kept up to date with the latest information.
Qualifications :
What you will bring:
- 0 3 years of experience.
- Commitment to always acting in the clients best interests.
- Proven ability to develop client relationships.
- Growth mindset and positive attitude.
- Ability to explain complicated investment concepts in simple clientfriendly terms.
- Highly teamoriented work aptitude.
- Selfmotivated to complete responsibilities with limited supervision.
- Minimum of degree or equivalent qualification.
- A unique ability/something special.
- Ability to thrive within a positive candid challenging and collaborative environment encouraging others to develop ways to work with them with a How can WE mindset increasing efficiency and effectiveness to better benefit clients.
- Rolemodel high standards and a drive for excellence.
What youll get in return:
Youll have the opportunity to learn from their team of experts do impactful work touch peoples lives and be a part of their unique culture. They take great care of the people who take care of their clients. Youll get a great benefits package and our total commitment to take you as far as youd like to grow
Additional Information :
Why join our client
Our client is about creating positive change. For them for those they serve and for wider society. Our client makes a real difference in peoples lives and their community. Its the right choice for individuals seeking a progressive professional and highly challenging/rewarding longterm career where they have the opportunity to control how far and fast they go.
Culture and philosophy:
Since 2004 our client has been putting clients at the heart of everything they do. They understand that the secret to the success of any organization is its people and thats why theyre passionate about making their organization a great place to work.
This means a culture where teams obsess about creating amazing results for clients. Our client is unashamed about the fact they work hard work together and are the marketleading professionals in their chosen specialisms. Individuals will find investment in both their personal and professional development is a top priority for our client.
The process:
- Fill in the application here.
- You may be invited for an initial 15minute telephone interview with our clients HR team.
- Innermetrix and workrelated assessments.
- 12 hour Interview with the team leader and team members.
- Final 30minute culture fit interview with a senior leader.
If youre interested in working with our client and believe you would be a good fit please get in touch.
Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates at the top of their sport. A minimum of 5 years experience as a qualified level 4 advisor working in the wealth management business is a requirement. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing sales and targets driven profession. Please only apply if you have the required senior wealth management experience.
Remote Work :
No
Employment Type :
Fulltime
Key SkillsBusiness Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills
Vacancy: 1
