Associate Wealth Manager - London

Type of Position: Associate Wealth Manager - London
Pay: £28k - £32k
Reference: LombardSt5

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

Carry Forward, Annual Allowance, Lifetime Allowance Calculations

Client Financial Review input/updating

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

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