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- Tasks: Support a Senior Wealth Manager and manage client interactions while learning to become a qualified Wealth Manager.
- Company: Join a dynamic team focused on professional growth and exceptional client service in wealth management.
- Benefits: Enjoy robust training, development opportunities, and a chance to build a rewarding career in finance.
- Why this job: Gain hands-on experience, develop your skills, and make a real impact in clients' financial lives.
- Qualifications: Ideal for enthusiastic graduates with a professional attitude and a passion for finance.
- Other info: Work with cutting-edge tools like Asana and FE Analytics to streamline processes and enhance client service.
Job 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:
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
If this position is of interest to you, then please submit a copy of your CV to Sam at Artemis Recruitment.
Associate Wealth Manager employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Manager
✨Tip Number 1
Familiarize yourself with the tools and software mentioned in the job description, such as Asana and FE Analytics. Being proficient in these platforms will not only help you stand out but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Showcase your enthusiasm for the wealth management industry by staying updated on current trends and news. This knowledge can be a great conversation starter during interviews and will reflect your commitment to the field.
✨Tip Number 3
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with potential mentors or colleagues who can provide insights and possibly refer you to opportunities.
✨Tip Number 4
Prepare to discuss how you can contribute to a team environment. Highlight any previous experiences where you successfully collaborated with others, as teamwork is essential in supporting a Senior Wealth Manager and their clients.
We think you need these skills to ace Associate Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the responsibilities of a Trainee Associate Wealth Manager. Emphasize any experience in client management, financial analysis, or teamwork.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the wealth management industry. Mention your entrepreneurial spirit and how you can contribute to the team while learning from experienced Wealth Managers.
Highlight Relevant Qualifications: If you have any qualifications related to finance or wealth management, be sure to mention them. Discuss your commitment to becoming DipPFS qualified and how the company's training and development will support your career goals.
Showcase Your Professionalism: In your application, convey a professional image through your language and presentation. This includes using formal language in your documents and ensuring there are no typos or grammatical errors.
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's success.
✨Prepare for Client Interaction Scenarios
Since the role involves attending client meetings, think of potential scenarios you might encounter. Practice how you would handle client inquiries and manage action points effectively, showcasing your problem-solving skills.
✨Familiarize Yourself with Relevant Tools
Get to know the software mentioned in the job description, like Asana and FE Analytics. Being able to discuss how you would use these tools to manage workflow and analytics will show your readiness for the position.
✨Demonstrate Professionalism
Projecting a professional image is key. Dress appropriately and maintain a positive attitude throughout the interview. This will reflect your understanding of the importance of professionalism in wealth management.
