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Senior Wealth Manager

1 month ago

Cambridge, Cambridgeshire, United Kingdom Shero Talent Consultancy Full time
Job Title: Senior Wealth Manager

Estimated Salary: £50,000 - £60,000 per annum

Company Overview:

Shero Talent Consultancy is a reputable wealth management company based in Cambridge. We provide comprehensive wealth management, investment planning, and retirement solutions to our clients.

Job Description:

We are seeking an experienced Senior Wealth Manager to join our team. The successful candidate will be responsible for servicing existing clients, onboarding new clients, and maintaining relationships with stakeholders.

  • Client Servicing:
    • Prepare annual review meetings with clients to discuss their financial progress and goals.
    • Use our CRM system to initiate reviews and send reminders to clients.
    • Send letters of authority (LOAs) to clients for signing and request necessary information.
    • Arrange meetings with clients and prepare meeting files to ensure a smooth discussion.
    • Review reports and prepare recommendations for paraplanners and implement changes as needed.
    • Maintain platform and CRM systems to ensure seamless operations.
  • New Clients:
    • Onboard new clients by arranging initial meetings and following up with summaries.
    • Issue and send LOAs with tracking to ensure timely completion.
    • Update clients on progress and prepare recommendations for paraplanners.
    • Welcome new clients with a welcome pack and registration process.
  • Communications:
    • Send quarterly updates and ad-hoc communications to keep clients informed.
  • Mortgages:
    • Send monthly mortgage reviews to track client progress.
  • New Business:
    • Assist with sourcing new business opportunities if requested.
    • Request payment details from clients for fees.
    • Upload new business to our CRM system for tracking.
    • Generate invoices and track payments.
    • Assist with submissions and prepare suitability reports.
    • Acknowledge introductory emails from solicitors and estate agents.
    • Gather regular updates from lenders and inform clients on application progress.
    • Monitor rate changes and communicate with clients.
    • Contact solicitors for updates on remortgages and update the CRM system accordingly.