Wealth Management Relationship Associate

2 weeks ago

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

We are seeking a skilled Wealth Management Relationship Associate to join our client's SJP firm in Berkswell. As a key member of the team, you will work closely with Financial Advisers to prepare recommendations and produce suitability reports, ensuring seamless client interactions.

Key Responsibilities:
  1. Manage delegated tasks, deadlines, and reminders to ensure efficient workflow.
  2. Act as the first point of contact for client inquiries, liaising with Private Client Managers as needed.
  3. Arrange travel bookings and meetings with Advisers, providing exceptional client service.
  4. Engage with prospects and clients to promote our services, arranging meetings with Advisers when appropriate.
  5. Escalate complex client queries, collaborating with Financial Advisers to resolve issues.
  6. Support the Practice with event management, including venue coordination, client invitations, and attendee liaison.
  7. Maintain the Advisers' digital presence across approved channels, ensuring a strong online presence.
  8. Analyze marketing campaign effectiveness, producing management information to inform future strategies.
  9. Ensure accurate and up-to-date client data and contact information.
  10. Adhere to Practice and regulatory standards, tracking business processes efficiently.

Requirements:

  1. Senior administration experience in an investment/wealth management environment.
  2. Proven experience in managing client accounts and relationships.
  3. Up-to-date knowledge of relevant regulations and legislation within the financial services sector.
  4. Previous experience in a PA/office support role, ideally in financial services or IFA Practice.
  5. Experience with client management systems, such as Salesforce (desirable).

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