Associate Wealth Manager - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 28,000 - 32,000; Full time

Job summary

A leading recruitment consultancy is seeking a Trainee Associate Wealth Manager in London. This role offers an exciting opportunity for a graduate to work closely with a Senior Wealth Manager while receiving robust training to become DipPFS qualified. Key tasks include client engagement, financial calculations, and report generation, ideal for a motivated and organized individual.

Qualifications

• 3+ years of relevant experience in Wealth Management or Financial Services.
• Must communicate effectively and handle conflicting demands.
• Candidates with SJP experience are preferred.

Responsibilities

• Attend client meetings alongside Wealth Managers.
• Prepare annual allowance, lifetime allowance calculations.
• Respond to client inquiries and manage action points.

Skills

Attention to detail

Organization skills

Written communication

Verbal communication

Interpersonal skills

Proactive attitude

Teamwork

Multi-tasking

IT literacy

Education

Degree

At least 2 CII RO exams

Tools

MS Outlook

Excel

PowerPoint

Word

FE Analytics

Voyant reports

Asana software

Blue-door software

Job description

Type of Position: Associate Wealth Manager - London
Pay: £28k - £32k
Reference: LombardSt5

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

· 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

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