Wealth Management Executive

Wealth Management Executive focuses on supporting clients/advisers by researching and analysing clients’ requirements.

What the role involves

• Supporting clients/advisers by researching and analysing clients’ requirements.
• Preparing new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.
• Deal effectively with queries from clients and other parties through effective communication.
• Preparing client meeting files including any compliance required documentation.
• Help clients better understand the full potential of products.
• All departments within the Practice, including the Management team.

Skills and requirements

• A candidate who has good suitability report writing experience.
• Previous experience in operations management in a wealth management environment.
• Client Relationship Management Software experience (ideally Salesforce would be an advantage).
• Organised and tidy, with strong attention to detail.

Additional role context

• Our client offers flexible working arrangements, including 1 day in office and 4 days working remotely.