Associate Wealth Manager - London, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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:

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
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 multitask