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- Tasks: Support a Senior Wealth Manager while training to become a qualified Wealth Manager.
- Company: Join a dynamic team focused on professional growth and client success in wealth management.
- Benefits: Enjoy robust training, development opportunities, and a supportive work environment.
- Why this job: Gain hands-on experience in finance, develop your skills, and make a real impact.
- Qualifications: Must have a degree, 3 years of experience, and at least 2 CII RO exams.
- Other info: Ideal for motivated individuals with strong organisational and communication skills.
The predicted salary is between 24000 - 36000 £ per year.
Type of Position: Associate Wealth Manager – London Pay: £28,000 – £32,000 Reference: #1249696 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 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
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ASSOCIATE WEALTH MANAGER - LONDON
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current Wealth Managers and learn about their experiences. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the tools and software mentioned in the job description, such as Asana and Blue-door. Having a good understanding of these platforms will not only boost your confidence but also demonstrate your initiative and readiness for the role.
✨Tip Number 3
Prepare to discuss your previous experience in wealth management or financial services during any informal chats or interviews. Highlight specific examples where you've demonstrated attention to detail and strong organisational skills, as these are key attributes for the role.
✨Tip Number 4
Showcase your communication skills by engaging in conversations with potential colleagues or mentors. Practising how you articulate your thoughts and ideas can help you stand out, especially since excellent verbal and written communication is crucial for this position.
We think you need these skills to ace ASSOCIATE WEALTH MANAGER - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management or regulated Financial Services. Emphasise any SJP related experience and detail your qualifications, including the CII RO exams you've completed.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and your entrepreneurial spirit. Mention specific skills that align with the job description, such as your attention to detail and organisational abilities.
Showcase Communication Skills: Since the role requires high standards of written and verbal communication, ensure your application is free from errors and clearly articulates your thoughts. Use professional language and structure your application well.
Highlight IT Proficiency: Given the importance of IT literacy in this role, mention your advanced skills in MS Outlook, Excel, PowerPoint, and Word. Provide examples of how you've used these tools effectively in previous roles.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Show Your Enthusiasm
As a Trainee Associate Wealth Manager, it's crucial to demonstrate your enthusiasm for the role. Be prepared to discuss why you're passionate about wealth management and how you can contribute to the team. This will help you stand out as a motivated candidate.
✨Highlight Relevant Experience
Make sure to emphasise any previous experience in wealth management or regulated financial services. If you've worked with SJP or have completed CII RO exams, mention these specifically, as they are particularly relevant to the role.
✨Demonstrate Strong Communication Skills
Since the role involves client interactions and writing suitability letters, showcase your written and verbal communication skills during the interview. Prepare examples of how you've effectively communicated complex information in the past.
✨Prepare for Technical Questions
Expect questions related to financial calculations and analytics, such as Carry Forward and Lifetime Allowance calculations. Brush up on these topics and be ready to discuss how you would approach them in your role.
