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Wealth Associate

6 months ago

London, United Kingdom MASECO Private Wealth Full time

The is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be provided with study for the financial planning qualifications required to become a fully qualified Wealth Planner at MASECO.

**Specific duties and responsibilities include**:

- Delivering a comprehensive wealth management administration service to support Wealth Executives (WEs) and Wealth Managers (WMs) in their daily roles
- Providing technical and administrative support to the WEs & WMs
- Generating key client documents based on information provided by WEs & WMs and using our internal record keeping system
- Liaising with our Client Services team to ensure smooth client onboarding and maintenance
- Preparing rebalance sheets for client portfolios ahead of review meetings and as a result of other ad-hoc requests
- Assisting with meeting preparation at the request of the WEs & WMs
- Preparing client meeting summary documents based on notes taken by the WEs & WMs and ensure any follow-up action items are assigned to the relevant parties and actioned in a timely fashion
- Running performance reports at the request of WEs & WMs
- Other ad-hoc reporting for clients, including capital gains taxation calculations
- Creating new client files/maintain existing client files, ensuring they are compliant
- Developing an understanding of the firm’s client relationships and key contacts
- Liaising with platforms and service providers as required
- Creating and maintaining effective working relationships with clients and colleagues

**Skills and specifications for the role**:

- Strong numerical and analytical skills with close attention to detail to maintain the highest level of service;
- Strong presentation skills and the ability to research and package information clearly and concisely for the team, wealth managers and clients;
- Deploy assertiveness skills and use initiative when appropriate to build and maintain good relationships with clients, wealth managers and colleagues across the company;
- Excellent interpersonal skills; able to listen and converse well on all levels as well as exceptional written and verbal communication skills;
- Team player with experience of working in a team environment, able to identify and help others when required;
- Efficient time management skills to plan workload and prioritise accordingly;
- Tactful, trustworthy, diplomatic and able to maintain confidentiality;
- A deep
- rooted desire to continue to learn, develop and implement processes and procedures;
- Personal development focus, taking responsibility for driving forward personal and professional development in order to maximise effectiveness in this busy and demanding role and to grow within the company;
- Hold values that are in line with our own and that will help strengthen our culture.

**Education and qualification requirements**:

- Strong knowledge of MS Office Suite; Excel, Word and PowerPoint;
- CRM experience is advantageous, but training will be provided

**Commitment to Equal Opportunity**

MASECO believes that a diverse and inclusive workforce produces the best results and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, nationality, ethnicity, religion or belief, national origin, age, disability, sex, sexual orientation, gender reassignment, pregnancy or any other basis protected by applicable law.

MASECO is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please let us know the nature of your request and your contact information.

**Global Data Privacy Notice for Applicants**

**Salary**: £30,000.00 per year

**Benefits**:

- Cycle to work scheme
- Health & wellbeing programme
- Life insurance
- Referral programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Education**:

- Bachelor's (preferred)

Work Location: Hybrid remote in London, WC2R 0HS