Wealth Management Support Professional

3 weeks ago


Farnborough, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Wealth Management Support Professional


We are looking for a skilled Wealth Management Support Professional to join our team at Artemis Recruitment Consultants Ltd. As a Wealth Management Support Professional, you will support Financial Advisers in preparing and maintaining client files, providing recommendations, and reviewing financial strategies.


Key Responsibilities


  • Work closely with Financial Advisers to prepare and maintain client files
  • Provide recommendations and review financial strategies
  • Research and gather information for financial cash flow forecasts
  • Verify compliance paperwork and confirm client risk profile
  • Discuss client objectives with Financial Advisers and identify areas for planning
  • Conduct research to find suitable solutions and prepare information for analysis
  • Liaise with client's legal and tax advisers and consider current and future asset allocation
  • Prepare draft recommendation reports and write suitability letters
  • Ensure compliance paperwork is in order and make changes to clients' investments
  • Implement chosen investment strategies and act as main point of contact
  • Establish strong relationships with clients and organise future planning meetings
  • Send planning figures to clients and initiate review meetings

Requirements


  • Strong understanding of the Financial Planning process and ability to work within defined business processes
  • Excellent communication and interpersonal skills
  • Ability to multitask and prioritize effectively
  • Good report writing skills and ability to work independently
  • Broad knowledge of the financial services world

Benefits


  • £38,000 - £48,000 per annum
  • Ongoing training and development opportunities
  • Collaborative and dynamic working environment


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