Financial Services Consultant

5 days ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Associate Wealth Manager Role

We have an excellent opportunity for a graduate-level candidate to join our team as a Trainee Associate Wealth Manager. This role offers the chance to become a fully DipPFS qualified Wealth Manager, supported by our company's robust Training and Development.

Job Description:

The successful candidate will provide high-quality support to Senior Wealth Managers and their teams, while continuing their path of becoming a fully qualified Wealth Manager. Key responsibilities include attending client meetings, managing action points, writing suitability letters, and performing analytics tasks.

Responsibilities:

  1. Support Senior Wealth Managers and their teams in delivering exceptional client service
  2. Attend client meetings and take notes on discussion outcomes
  3. Manage action points and follow up with clients as necessary
  4. Write post-approval suitability letters and business submissions
  5. Perform analytics tasks, including FE Analytics and Voyant report preparation
  6. Drawdown review letters and fund switch letters
  7. Respond to client inquiries (technical and administrative)
  8. Identify opportunities and referrals from existing clients
  9. Manage workflow through Asana software and business trackers
  10. Facilitate defined benefit transfers
  11. Prepare illustrations and electronic business submissions using the Blue-door software
  12. Critical yield calculations
  13. Manage outsourced letter of authority process

About the Company:

Artemis Recruitment Consultants Ltd is a reputable recruitment agency specializing in financial services. Our team is committed to providing exceptional service to our clients and candidates.

Benefits:

The estimated annual salary for this position is approximately £40,000 - £50,000, depending on qualifications and experience. Additionally, you will receive a comprehensive benefits package, including training and development opportunities.



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