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- Tasks: Support a Senior Wealth Manager and assist in client meetings and reports.
- Company: Dynamic wealth management firm in London with a focus on professional growth.
- Benefits: Competitive salary, comprehensive training, and career progression opportunities.
- Why this job: Kickstart your finance career while gaining valuable experience in wealth management.
- Qualifications: Degree holder with 3 years of relevant experience and strong communication skills.
- Other info: Join a supportive team and develop your skills in a fast-paced environment.
The predicted salary is between 28000 - 32000 £ per year.
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 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
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
ASSOCIATE WEALTH MANAGER - LONDON 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 - LONDON
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for an Associate Wealth Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their team. Tailor your responses to highlight your relevant experience and skills.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your experience in wealth management and how it aligns with the role of an Associate Wealth Manager.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge. Plus, we love seeing candidates who take the initiative!
We think you need these skills to ace ASSOCIATE WEALTH MANAGER - LONDON
Some tips for your application 🫡
Show Your Enthusiasm: When writing your application, let your passion for wealth management shine through. We want to see that you're not just looking for a job, but that you're genuinely excited about the opportunity to grow and learn with us.
Tailor Your CV: Make sure your CV is tailored to the role of Associate Wealth Manager. Highlight any relevant experience in wealth management or financial services, and don’t forget to showcase your organisational skills and attention to detail – these are key for us!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Be sure to mention specific skills and experiences that align with the job description, and express how you can contribute to our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive – a quality we value highly!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management and financial services. Familiarise yourself with key concepts, recent trends, and any relevant regulations. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Dress to Impress
First impressions matter! Dress professionally to reflect the entrepreneurial spirit the company values. A smart outfit can boost your confidence and set a positive tone for the interview. Remember, you want to project that professional image right from the start.
✨Prepare Questions
Interviews are a two-way street. Prepare thoughtful questions about the role, team dynamics, and the company's approach to training and development. This shows you're engaged and serious about the opportunity, plus it helps you assess if the company is the right fit for you.
✨Showcase Your Skills
Be ready to discuss your previous experience and how it relates to the role. Highlight your organisational skills, attention to detail, and ability to manage multiple tasks. Use specific examples to demonstrate how you've successfully handled similar responsibilities in the past.
