Open roleExternal
Associate Wealth Manager
- london, england, United Kingdom
- £30 - £42 Per Hour
Job Description
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