Wealth Management Associate

4 days ago


Market Harborough, Leicestershire, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are looking for a highly skilled Wealth Management Associate to join our team at Artemis Recruitment Consultants Ltd.

About the Opportunity

This is an exceptional chance to work for a dynamic wealth management firm that offers holistic Financial Advice to clients globally.

Key Accountabilities
  • Collaboration with product providers: Building strong relationships with product providers to obtain essential information and process business efficiently.
  • Recommendations and reporting: Working closely with advisers to prepare recommendations and suitability reports, ensuring accurate and comprehensive documentation.
  • Client communication: Providing exceptional client service by responding to enquiries in a timely and professional manner, resolving issues effectively.
  • Meeting coordination: Preparing meeting agendas, creating presentation materials, and following up on action items to deliver outstanding client experiences.
  • Document creation and analysis: Developing bespoke illustrations and valuations, conducting thorough investment analysis, and assessing performance and cost.
  • Regulatory compliance: Ensuring all financial plans and recommendations meet industry regulations and internal policies.
Essential Skills and Experience
  • Qualifications and experience: At least 2 years experience working as a paraplanner or within a financial advisory firm.
  • Relevant technical skills: Proficient in Microsoft Suite – Outlook, Office, Word, and Excel.
  • Interpersonal and communication skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and third-party providers.

The estimated salary for this role is £40,000 - £60,000 per annum, depending on experience.



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