Wealth Management Associate

4 days ago


Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title:
Wealth Management Associate
Location:
Wolverhampton
Job Type:
Full-time
Industry:
Financial Services
Company:
Artemis Recruitment Consultants Ltd

Description:
Are you a driven and detail-oriented individual looking for a challenging role in paraplanning? We are seeking an experienced Paraplanner to join our Wealth Management Practice, providing high-quality support to advisor teams and delivering bespoke financial advice to individuals and businesses across the UK. The successful candidate will be responsible for responding to advisor queries, researching and analyzing financial products, producing accurate IHT calculations and cash flow models, and ensuring end-to-end compliance.

Responsibilities:
• Provide support to advisor teams, responding to queries and inputting CFR documentation onto Salesforce
• Conduct thorough research and analysis of financial products to meet client requirements
• Develop and maintain accurate IHT calculations and cash flow models, ensuring end-to-end compliance
• Build and maintain strong relationships with clients, keeping them informed throughout the process
• Collaborate with the administration team to ensure business processing meets regulatory standards
• Stay current with product and regulatory changes, applying this knowledge to deliver exceptional client service

Requirements:
The ideal candidate will possess excellent communication and interpersonal skills, a high standard of personal organizational skills, and experience in writing suitability letters and preparing illustrations for products such as Protection. They will also have experience in back office administration related to the paraplanning role and be able to demonstrate knowledge of relevant products and keep up to date with relevant changes.

Salary:
£41,000 - £46,000 per annum

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