Senior Wealth Management Assistant

2 months ago


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

We are seeking a skilled Senior Wealth Management Assistant to join our client's SJP firm in Berkswell. This role offers a competitive salary of £23k - £30k and provides an exciting opportunity to work collaboratively with Financial Advisers and other colleagues.

Key Responsibilities:
  1. Task Management: Provide management of delegated tasks, deadlines, and reminders.
  2. Client Liaison: Be the first point of contact for calls into adviser and ensure liaison with Private Client Manager accordingly.
  3. Travel Arrangements: Make travel bookings and arrangements as required for the Adviser.
  4. Customer Outreach: Contact prospects/clients to help them better understand the full potential of our services, arranging meetings with Adviser when appropriate.
  5. Complex Queries: Be the point of escalation for complex client queries, liaising with the respective financial adviser as appropriate.
  6. Event Management: Support the Practice with the end-to-end management of client events, including liaison with venues, arranging client invites, lunches attendance at some events, and liaison with attendees.
  7. Digital Presence: Manage the Adviser's digital presence across approved channels, including LinkedIn.
  8. Marketing Evaluation: Evaluate and measure the effectiveness of all marketing campaigns and produce relevant management information to inform future strategies.
  9. Client Data: Support the Practice in maintaining accurate and up-to-date client data and client contact.
  10. Business Process: Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards.

The ideal candidate will possess senior administration experience ideally from an investment/wealth management environment, managing client accounts and relationships, and demonstrating up-to-date knowledge of relevant regulation and legislation within the financial services, GDPR, and risk. Experience of client management systems such as Salesforce is desirable.



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