Wealth Management Support Professional
3 weeks ago
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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