Associate Wealth Manager

Associate Wealth Manager

Hours: Full-time - Hybrid (3 days in office)

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

Please note that this SJP Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.