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 submit a copy of your CV to Sam at Artemis Recruitment.