Wealth Management Specialist
6 days ago
Our company, based in Cambridge, is seeking a skilled Wealth Management Specialist to provide wealth management, investment planning, and retirement solutions. The ideal candidate will have experience in wealth management, excellent communication skills, and a strong understanding of financial services.
Job Responsibilities:- Client Servicing
- Prepare annual review meetings using the CRM system and initiate reviews as needed.
- Send Letters of Authority (LOAs) for signing and request necessary information from clients.
- Arrange meetings with clients and prepare meeting files.
- Review reports and prepare recommendations for paraplanners to implement.
- Maintain platform and CRM systems.
- Complete initial onboarding processes for new clients.
- Arrange meetings with new prospects and follow up with summaries.
- Issue and send LOAs with tracking numbers.
- Provide clients with updates on progress.
- Prepare recommendations for paraplanners and implement them.
- Maintain platform and CRM systems.
- Distribute welcome packs and assist with application registration.
- Send quarterly and ad-hoc updates to clients via various channels.
- Send monthly mortgage reviews to clients.
- Track reviews and schedule calls with advisers as needed.
- Onboard new business and update fact finds accordingly.
- Assist with sourcing, if requested, and not essential for training/development purposes.
- Request payment details for fees from clients.
- Upload new business to the CRM system.
- Generate invoices and track payments.
- Assist with submissions, if requested, and not essential for training/development purposes.
- Prepare suitability reports for completion by advisers (training/development area).
- Send introductory emails to solicitors and estate agents.
- Arrange protection meetings/calls with clients.
- Gather regular updates from lenders and inform clients about the status of their applications.
- Monitor and process rate changes, reviewing pipelines, communicating with clients, processing rate changes, and updating the CRM system.
- Contact solicitors for updates on remortgages.
- Update the CRM system upon completion.
The salary for this role is approximately £35,000-£45,000 per annum, depending on experience, making it an attractive opportunity for professionals in the field.
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