Wealth Management Associate
4 days ago
We are looking for a highly skilled Wealth Management Associate to join our team at Artemis Recruitment Consultants Ltd.
About the OpportunityThis 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.
- 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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