Associate Wealth Planner

We are exciting to be recruiting for an Associate Wealth planner for a global client based in South Shore. This role is suitable for an experienced Wealth Planner with a keenness to implement their skills for a great company!

Associate Wealth planner salary:£40,000-£50,000

Associate Wealth planner hours: 8:30am-5pm Monday to Friday (Hybrid working available post probation.

Associate Wealth planner benefits:

• 25 holiday days +Bank Holidays

• Pension contribution.

• On site parking.

• Cycle to work Scheme.

Associate Wealth planner roles and responsibilities:

• Prepare and submit CDD and new account paperwork for client onboarding, following the Company’s AML process and procedures

• Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries

• Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances

• Accurately create and maintain XPlan and any associated client records

• Deal with finance queries including invoices, billing, WIP, commissions, etc

• Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner.

• Undertake accurate calculations and cash-flow modelling where needed to support recommendations

• Draft and co-ordinate technical documents and research for client presentation

Associate Wealth Planner core competencies:

• Ability to work unsupervised following training

• Excellent customer service skills

• Effective communicator with good presentation skills

• Strong organisational and time management skills, resilient, ability to work under pressure and to deadlines

• Strong numerical skills. Excellent accuracy and attention to detail - quality output

• Excellent interpersonal, team working and influencing skills

• Flexible and proactive

If this role is permanent, gap personnel is operating as the employment agency. If this job is a temporary role, gap personnel is operating as the employment business. Gap personnel is committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job

Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future

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