ASSOCIATE WEALTH MANAGER

1 week ago

City Of London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Associate Wealth Manager - LondonPay: £28,000 - £32,000Reference: #1249696Associate Wealth Manager - LondonWe have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager.The Role – Trainee Associate Wealth Manager:The position will require an enthusiastic and driven graduate level candidate to deliver first class support to a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager, fully supported by the company and its robust Training and Development. You must project a professional image and entrepreneurial spirit in both appearance and attitude along with providing quality support on time to agreed standards.Duties include but are not exclusive to:Attend Client Meetings with Wealth ManagersManage Action Points from Client MeetingsWriting Post Approval Suitability letters and Business SubmissionAnalytics using FE Analytics and preparation of detailed Voyant reportsDrawdown Review Letters and Fund Switch LettersRespond to Client Inquiries (Technical and administrative)Identify Opportunities and Referrals from Existing ClientsManaging workflow through Asana software and Business TrackersFacilitation of defined benefit transfersPreparation of Illustrations and Electronic Business Submissions utilising the Blue—door softwareCritical Yield CalculationsManage Outsourced Letter Of Authority ProcessThe Person:This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised and professional individual who enjoys using their initiative and who has a ‘can do’ working style.You must have a degree and at least 3 years previous work experience and be strong in the following areas:Relevant experience in Wealth Management or regulated Financial ServicesCandidates with SJP related experience would be of particular interestAt least 2 CII RO examsHigh level of attention to detail & excellent organisation skillsHigh standard of written & verbal communication skillsHighly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skillsKeeps calm when faced with conflicting demands and handles these effectivelyStrong interpersonal skills, demonstrating a professional, proactive and positive attitudeAbility to work autonomously as well as working on shared goals as part of a teamManages time effectively with the ability to multi-task #J-18808-Ljbffr

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