Associate Wealth Manager

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 at Artemis Recruitment.