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Location: Westminster, London
Salary: £26,000 – £30,000 (depending on number of exams)
Contract: Permanent
Hours: Full-time
Working as part of the team, an excellent opportunity has arisen for an Associate Wealth Manager. This role will eventually lead to becoming a fully Dip qualified Wealth Manager with the aid of a robust Training and Development programme, as well as on the job training and client contact.
Our client is an Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity, and excellence, are a highly trusted source of advice to clients as their financial needs evolve over the years. This is a fun and friendly company who places high value on their unique culture.
Established in 1995 our client provides a holistic approach to Wealth Management; they are currently looking after approx. 2500 clients with about £590m Funds under Management serviced by 13 Wealth Managers (Advisers).
The Role – Associate Wealth Manager:
The position will require an enthusiastic and driven 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 robust Training and Development.
You must project a professional image and entrepreneurial spirit in both appearance and attitude and provide 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 Wealth Manager
* Analytics using FE Analytics
* Preparation of detailed Voyant reports
* Drawdown Review Letters / Fund Switch Letters
* Respond to Client Inquiries (Technical and administrative)
* Identify Opportunities and Referrals from Existing Clients
* Managing workflow through Salesforce 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
* Manage Outsourced Administrative processes
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 previous experience and must be strong in the following areas:
* Relevant experience in Wealth Management (SJP experience would be a great advantage for the role)
* At least 2 CII exams
* Advanced knowledge in using Voyant and FE Analytics
* Proficient in the use of Salesforce software
* 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
St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £154bn. This business Is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice
