Wealth Management Associate
1 week ago
We are seeking a highly motivated and organized individual to join our team as a Trainee Associate Wealth Manager. This role offers an excellent opportunity to develop a career in wealth management and become a fully qualified Wealth Manager.
The Role – Trainee Associate Wealth Manager:
The successful candidate will be responsible for delivering high-quality support to a Senior Wealth Manager and their team, while continuing to develop their skills and knowledge in wealth management. The ideal candidate will have a strong attention to detail, excellent organizational skills, and the ability to work effectively in a team.
Key Responsibilities:
- Attend client meetings with Wealth Managers
- Manage action points from client meetings
- Write post-approval suitability letters and business submissions
- Carry forward, annual allowance, and lifetime allowance calculations
- Client financial review input/updating
- Manage pipeline for Senior Wealth Manager
- Analytics using FE Analytics and preparation of detailed Voyant reports
- Drawdown review letters and fund switch letters
- Respond to client inquiries (technical and administrative)
- Identify opportunities and referrals from existing clients
- Managing workflow through Asana software and Business Trackers
- Facilitation of defined benefit transfers
- Preparation of illustrations and electronic business submissions using the Blue-door software
- Critical yield calculations
- Manage outsourced letter of authority process
Requirements:
- Relevant experience in wealth management or regulated financial services
- Candidates with SJP related experience would be of particular interest
- At least 2 CII RO exams
- High level of attention to detail & excellent organization skills
- High standard of written & verbal communication skills
- Highly IT literate, including advanced MS Outlook, Excel, PowerPoint, and Word skills
- Keeps calm when faced with conflicting demands and handles these effectively
- Strong interpersonal skills, demonstrating a professional, proactive, and positive attitude
- Ability to work autonomously as well as working on shared goals as part of a team
- Manages time effectively with the ability to multi-task
If you are a motivated and organized individual with a passion for wealth management, please forward your CV to us.
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