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- Tasks: Support financial advisers and manage client relationships with professionalism and efficiency.
- Company: Dynamic wealth management firm in Central London offering a hybrid work model.
- Benefits: Flexible working hours, competitive salary, and opportunities for professional growth.
- Why this job: Join a team where your skills can make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning, strong communication, and exceptional attention to detail.
- Other info: Exciting opportunity for career advancement in a supportive environment.
The predicted salary is between 28800 - 48000 £ per year.
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Central London. This dual‐role position requires a strategic, proactive individual capable of providing high‐level support while managing client relationships with professionalism and efficiency. You will support the advisers in all aspects of advice and client servicing.
Our client offers a hybrid working model, working 4 days from their office and 1 day working remotely.
Key Responsibilities- Fully understand the client's current situation and needs & objectives enabling the preparation of detailed meeting preparation including servicing, ASR, Pension, Protection & Estate Planning.
- Update Voyant ahead of and following meetings to keep the client's cash flow model up to date.
- Prepare Analytics graphs to support reviews and recommendations to compare against both external holdings and previous recommendations (e.g. fund switches) to demonstrate value.
- Gather updated valuations and documents ahead of review or presentation meetings at the right time and in the correct format.
- Preparation of protection quotes and completion of protection summaries to support review meetings and protection applications.
- Preparing Trust forms and Expression of Wish forms for pension and protection plans and logging these with the relevant administration centres.
- Having a good understanding of Trust forms to be able to explain these to clients to aid completion.
- A good understanding of estate planning to aid completion of annual review meetings.
- Ability to calculate pension allowances and prepare carry forward calculations.
- Understanding of tax implications of bond and unit trust switches/withdrawals and ability to generate and interpret CGT reports and chargeable gain calculations.
- Requesting relevant information via LOA for external plans, proactively chasing information and keeping the LOA tracker up to date.
- Book client review meetings proactively to ensure that clients are seen within consumer duty timescales.
- Manage client opportunities/business processing and book sign up meetings efficiently.
- Add meeting notes to Salesforce following a meeting and log servicing tasks for completion.
- Action relevant follow up servicing actions for the client post meeting.
- Provide clear handover tasks to the Financial Controller for business to be submitted and encashments processed. Ensure that all relevant documentation is added to these tasks to make it easy to follow up and reduce unnecessary chasing.
- Prepare a compliant Annual Suitability Review (ASR) letter following up on the meeting within 10 working days of the client meeting.
- Completing the CFR on Salesforce in full post meeting and keeping the client file up to date.
- To keep track of appointed Trustees for the Client Servicing Manager to arrange Trustee discussion meetings, targeted communications and prospect marketing.
- Keep track of client referrals and proactively engage with prospects through the onboarding process.
- Previous experience within a Financial Planning role.
- Must have a can do attitude.
- Must be flexible and adaptable.
- Exceptional attention to detail is paramount.
- Excellent communication skills.
- Excellent written English, numerate and analytical.
- Strong organisational skills.
- Ability to use own initiative and multitask.
- Able to work additional hours when required.
Advice Assistant (Wealth Management) - London employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Assistant (Wealth Management) - London
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios related to wealth management. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email reiterating your interest can leave a lasting impression. Plus, it shows your enthusiasm for the role and keeps you on their radar.
We think you need these skills to ace Advice Assistant (Wealth Management) - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Advice Assistant role. Highlight your experience in financial planning and client servicing, and don’t forget to showcase your attention to detail and communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that relate to the job description and show us your enthusiasm for the position.
Showcase Your Skills: In your application, be sure to highlight your organisational skills and ability to multitask. We want to see how you’ve successfully managed client relationships and handled complex tasks in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Stuff
Make sure you fully understand the role of an Advice Assistant in Wealth Management. Brush up on key concepts like client servicing, estate planning, and pension calculations. Being able to discuss these topics confidently will show that you're serious about the position.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare examples of how you would handle client needs, manage relationships, and provide high-level support. This will demonstrate your proactive approach and problem-solving skills during the interview.
✨Showcase Your Organisational Skills
Since this role requires exceptional organisational skills, be ready to discuss how you manage multiple tasks and priorities. Bring examples from your past experience where you successfully juggled various responsibilities while maintaining attention to detail.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the company culture, team dynamics, and expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
