We have an excellent opportunity to offer to a Trainee Associate Wealth Manage r. 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