Wealth Management Executive Leader

2 weeks ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

About the Opportunity:
This is a unique opportunity for a Wealth Management Executive to join our team at Artemis Recruitment Consultants Ltd. As a key member of the management team, you will be responsible for overseeing the preparation of new business files, taking full responsibility for client files and back-office IT records throughout the advice process, with the use of an external Paraplanner.

About You:
To succeed in this role, you will need previous experience in operations management in a wealth management environment, as well as Microsoft Word, Outlook, and Client Relationship Management Software experience (Salesforce an advantage). Strong organisational skills, attention to detail, and discretion are also essential.

The Benefits:
As a Wealth Management Executive at Artemis Recruitment Consultants Ltd, you can expect a competitive salary of £45,000-£60,000 per annum, as well as opportunities for professional development and growth within the company.



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