Wealth Management Director

2 weeks ago

Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

As a Wealth Director at Artemis Recruitment Consultants Ltd, you will be responsible for leading our financial services team in delivering exceptional client experiences. Your key responsibilities will include:

Key Responsibilities
  • Prospecting and contacting potential clients to grow our business
  • Ensuring client information is obtained and recommendations are made in accordance with our business plan
  • Maintaining compliance with relevant advice and sales procedures
  • Managing client portfolios in line with their mandates and objectives
  • Conducting market research and making suitable recommendations
  • Maintaining accurate records and supporting documents
  • Providing excellent client service and communication
  • Ensuring clients receive relevant documentation in a timely manner
  • Dealing with client queries efficiently
  • Treating clients fairly and identifying vulnerable circumstances
  • Maintaining a current statement of professional standing and relevant CPD
  • Meeting performance standards and maintaining competence
General Responsibilities
  • Maintaining compliance with our firm's processes and procedures
  • Responding to Compliance department requests
  • Complying with regulatory requirements and industry standards
  • Having a positive culture attitude and keeping up to date with industry developments
  • Providing professional and courteous client contact
  • Maintaining client files and records
  • Liaising with internal teams and stakeholders
Requirements
  • A good understanding of relevant legislation and industry standards
  • Ability to take on and understand our environment and issues
  • Previous experience within financial services

We expect an individual in this role to hold relevant qualifications and have the necessary skills and knowledge to excel in this position.

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