Wealth Management Associate

Job Title: Wealth Management Associate (Trainee Advisor)

Location: Hybrid – WFH and Bank, London

Reports to: Managing Director & Practice Manager

Salary Expectation: £25-35k (Commission Based)

Overview

We are currently recruiting for a Wealth Management Associate to work directly underneath the Managing Director. The purpose of this role is to provide support and learn from an experienced adviser at a highly successful Wealth Management firm based in Bank. The successful candidate will carry out a variety of tasks to assist with the smooth running of their administration, business submission and lead generation. This role provides the opportunity to able to learn the role first hand, with a clear training progression path to advising your own clients within 1-2 years.

The successful candidate, you will have the opportunity to:

• Support established advisers in building their business by providing expert administration assistance, various aspects of meeting preparation, and lead generation
• Opportunity to take part in a comprehensive training programme, which will teach how to be a fully self sufficient financial advisor in all aspects of running your client bank
• Be part of a small but tight-knit team
• Join the market-leader in financial advice

At Confido Wealth Management our purpose is to help people redefine wealth on their own terms. We're passionate about helping people achieve their lifelong ambitions by offering a path to long-term freedom and peace of mind.

To provide our advisers and clients with market-leading investment management and the guaranteed advice of a FTSE100 company, we choose to work with St. James's Place Wealth Management.

Please note that this is a self employed role and the successful applicant will be expected to be in the office minimum three days per week.

Career Progression

The successful candidate will have opportunity and will be encouraged to become a fully qualified advisor with the opportunity to build their own client bank and/or potentially inherit existing clients. Costs of becoming qualified will be covered. Likely time frame for advising is 18-24 months, potentially earlier for those that excel. During that time the candidate will be attached to a successful advisor to shadow and support in all areas of his business to learn first-hand and prepare for eventually running your own client bank. Once you have completed the program, you will have an uncapped earnings opportunity and the ability to build your own client base with lots of support.

Key Responsibilities of the Job

• Preparing advice documentation. Ensuring all documents are appropriately personalised, accurate and comply with our organisation standards
• Produce cash flow models and reports
• Business case submission
• Managing client actions using Salesforce & Outlook task system
• Meeting pack preparation
• Lead Generation – Mixture of LinkedIn, calling and client referrals - Training provided although previous experience highly desired
• Attend meetings to observe first-hand
• Sending and chasing letters of authority

Requirements to be successful at the Job

·

• Highly motivated, with a great work ethic
• Excellent communication skills
• Ability to work under pressure and meet deadlines
• Committed to delivering first-class service
• Extremely organised with the ability to multi-task whilst maintaining strong attention to detail
• Resilient personality
• Accountable for own actions
• Discrete and professional in all communication
• Strong emotional intelligence
• Adaptable and flexible
• Self-motivated and willing to work at times in isolation and as part of a wider team
• Must be comfortable being self-accountable and relying on performance to generate income

Additional Information

This is a great opportunity for someone looking to start a career in Wealth Management and learn the job first-hand from a successful adviser in a successful firm. However, the role will be testing at times and is not a 9-5 role. Hours can change dependant on the time of year and how busy the adviser is, and at times the workload can be intense and then quieter at other points in the year.

Furthermore, the candidate must be comfortable relying on their own skills to hit targets to supplement their salary. Lead generation is an important aspect of the role and will significantly benefit the candidate in the future when it comes to advising and building their own client bank.

This is very much a role where you will get back the effort that you put in.