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 limited 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 the 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 of 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 work on shared goals as part of a team
* Manages time effectively with the ability to multitask