Associate Wealth Manager

Associate Wealth Manager

We have an excellent opportunity for a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager, delivering first-class support to a Senior Wealth Manager and their growing team.

Duties Include

• Attend client meetings with Wealth Managers and manage resulting action points
• Writing post-approval suitability letters and business submissions
• Carry forward, annual allowance and lifetime allowance calculations
• Manage pipeline for the Senior Wealth Manager
• Analytics using FE Analytics and preparation of detailed Voyant reports
• Facilitation of defined benefit transfers

The Person

• A degree and at least 3 years' previous work experience
• Relevant experience in Wealth Management or regulated Financial Services
• At least 2 CII RO exams
• High level of attention to detail and excellent organisation skills
• Highly IT literate, including advanced MS Outlook, Excel, PowerPoint and Word skills

If this position is of interest to you, then please forward your CV to sam@artemisrecruitment.co.uk