Associate Wealth Manager

4 weeks ago

London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Associate Wealth Manager - London

We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager.

The Role – Trainee Associate Wealth Manager:

The position will require an enthusiastic and driven graduate level candidate to deliver first class support to a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager, fully supported by the company and its robust Training and Development. You must project a professional image and entrepreneurial spirit in both appearance and attitude along with providing quality support on time to agreed standards.

Duties include but are not exclusive to:

  1. Attend Client Meetings with Wealth Managers
  2. Manage Action Points from Client Meetings
  3. Writing Post Approval Suitability letters and Business Submission
  4. Carry Forward, Annual Allowance, Lifetime Allowance Calculations
  5. Client Financial Review input/updating
  6. Manage Pipeline for Senior Wealth Manager
  7. Analytics using FE Analytics and preparation of detailed Voyant reports
  8. Drawdown Review Letters and Fund Switch Letters
  9. Respond to Client Inquiries (Technical and administrative)
  10. Identify Opportunities and Referrals from Existing Clients
  11. Managing workflow through Asana software and Business Trackers
  12. Facilitation of defined benefit transfers
  13. Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
  14. Critical Yield Calculations
  15. Manage Outsourced Letter Of Authority Process

The Person:

This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

You must have a degree and at least 3 years previous work experience and be strong in the following areas:

  1. Relevant experience in Wealth Management or regulated Financial Services
  2. Candidates with SJP related experience would be of particular interest
  3. At least 2 CII RO exams
  4. High level of attention to detail & excellent organisation skills
  5. High standard of written & verbal communication skills
  6. Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills
  7. Keeps calm when faced with conflicting demands and handles these effectively
  8. Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
  9. Ability to work autonomously as well as working on shared goals as part of a team
  10. Manages time effectively with the ability to multi-task

If this position is of interest to you, then please forward your CV to josie@artemisrecruitment.co.uk .

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