Associate Wealth Manager - London

We 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 Managers
• Manage Action Points from Client Meetings
• Writing Post Approval Suitability letters and Business Submission
• Carry Forward, Annual Allowance, Lifetime Allowance Calculations
• Client Financial Review input/updating
• Manage Pipeline for Senior Wealth Manager
• Analytics using FE Analytics and preparation of detailed Voyant reports
• Drawdown Review Letters and Fund Switch Letters
• Respond to Client Inquiries (Technical and administrative)
• Identify Opportunities and Referrals from Existing Clients
• Managing workflow through Asana software and Business Trackers
• Facilitation of defined benefit transfers
• Preparation of Illustrations and Electronic Business Submissions utilising the Blue—door software
• Critical Yield Calculations
• Manage Outsourced Letter Of Authority Process

The 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 Services
• Candidates with SJP related experience would be of particular interest
• At least 2 CII RO exams
• High level of attention to detail & excellent organisation skills
• High standard of written & verbal communication skills
• Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills
• Keeps calm when faced with conflicting demands and handles these effectively
• Strong interpersonal skills, demonstrating a professional, proactive and positive attitude
• Ability to work autonomously as well as working on shared goals as part of a team
• Manages time effectively with the ability to multi-task

If this position is of interest to you, then please forward your CV to sam@artemisrecruitment.co.uk 

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