Artemis Recruitment Consultants Ltd

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.

We have a new opportunity for a Senior Paraplanner to join our clients based in central London. They are one of the market leaders within wealth management across Europe, and in this role you will be analysing trading client portfolios and accounts to provide FCA regulated advice on areas including pension transfers, investment taxation and account structure suitability. Responsibilities: Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation Review and formulate plans for clients with highly specialised situations Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable Communicate advice to clients directly Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding Work with other departments to provide best client outcomes through developing new resources and providing training Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice Qualifications & Experience: A University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3+ years financial services experience required Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature Please submit your CV to Sam at Artemis Recruitment to register your interest.

Our London based client is looking for an experienced Development Manager to manage a team of Financial Advisers. You will be tending to the Advisers operational daily needs and managing their personal development. This role also offers a long-term platform for development for the successful candidate, giving support to help progress your career in a structured and rewarding manner. As a manager, you will assume full responsibility to work with and coach an existing team of Advisers to help maximise their performance and ensure the company continues to deliver outstanding customer service to their clients. You will assume full responsibility for the Adviser Team including development, compliance, performance and communication. The successful candidate will have a strong background in financial services advice, as well as a passion to develop and coach individuals to achieve their own personal goals. Strong attention to detail with an ability to communicate effectively in a positive fashion is a pre-requisite for the role. As a manager, the successful candidate will form part of the wider leadership team and contribute to the overall strategy of the company. In order to succeed, the successful candidate will have a passion for sales and a positive, can-do attitude towards their role. With experience in change management and a record of meeting targets, you will be highly focused and self-motivated to get the best from your team. Experience and qualities required: Successful track record in FS advisory role (minimum Level 4 Diploma status) Ideally working towards Chartered Proven degree of success in a similar managerial role Pro-active, motivated, organised, and used to reaching ambitious personal goals Able to identify developmental needs and implement training plans accordingly Comfortable managing people and communicating both positive and negative messages Excellent attention to detail and a stickler for compliance Able to build great relationships with members of the team and communicate effectively A strong and natural leader who leads by example and motivates others to achieve, they will be alert, on the ball, and effective in their own operational working style, working one step ahead of the financial adviser team. Alert to commercial opportunities to grow the business long term Previous experience of managing people An excellent track record of recruiting high calibre individuals Comfortable working in a positive and driven working environment, working towards achievable key performance indicators. Excellent IT, technical and organisational skills The main duties will be as follows: Manage the day to day running of the Advisory Team Conduct regular reviews with Advisers to understand how we can improve their efficiencies and output Being the operational go-to person for the Financial Advisers as required Interact with other departments to ensure the smooth running of the overall operation Support members of the team to ensure collective goals are reached To be accountable for all compliance related matters Become a member of the Leadership Team and contribute to the strategic plans for the Practice Attendance at corporate and client events representing the business as required If you are interested in applying for this position then please submit a copy of your CV to Sam at Artemis Recruitment.

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients. Key Responsibilities: Conducting extensive research and providing Advisers with technical assessments and reports. Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries. Produce technical and compliant suitability letters. Provide advisers with strong technical advice and guidance backed up by fully researched client solutions. Manage complex cases and find solutions to technical problems Prepare lifetime cashflow models, reviewing clients' goals and potential outcomes. Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning. Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained. Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations. Help highlight operational areas of improvement and assist with any changes made. Take an analytical approach to making client recommendations and use good data skills to support these. Translate complex information into easy-to-understand client correspondence Ensure all work meets all compliance, high ethical standards and reflects the company values Contribute to the team's work enjoyment, growth, and success The successful candidate will have experience of the following: Complex IHT and Estate Planning VCT, EIS and BR Products Pension/retirement planning Carry forward and lifetime allowance calculations Structured products Trusts If you are interested in this position, please submit a copy of your CV to Sam at Artemis Recruitment.

Our client is looking for an experienced Paraplanner to join their team, based in their Weybridge office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice. This will be a hybrid working role, based 2-3 days a week in Weybridge. Main responsibilities The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English. Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner. You will be required to keep up to date with all relevant training and best practice to enable this standard to be met. This includes company and departmental training, competence, and development initiatives. Commitment to pass basic internal financial industry exams set by within 3 months of employment. Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations. Have a thorough understanding of the the Company's advice process, reporting format, pre-approval process and regulatory requirements. Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice. This includes: All aspects of a good customer experience. Assist your paraplanning colleagues in busy periods. Identifying any process improvements that can be made. Continue to effectively promote the Central Paraplanning Team's positive team culture and dynamic by working closely with other teams and departments. If you would like to apply for this great opportunity then please submit a copy of your CV to Sam at Artemis Recruitment.

Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients. Other responsibilities may include, but are not limited to: - provide technical and investment advice on all aspects of client's requirements and wealth management planning - create, build and maintain long-term client relationships, through quality of service and advice - communicate information to clients in a manner appropriate for their level of understanding - maintain own knowledge of current affairs and the potential impact on client issues - explain the potential benefits and disadvantages of various products and services recommended to clients - conduct research and data analysis for both the client and special projects - keep up to date with all relevant regulations, legislation, policies and procedures relevant to the role - adhere to compliance procedures and comply with the regulations of the Financial Conduct Authority (FCA) - adopt an open, honest approach and deal with all aspect client affairs with integrity The successful applicants will: - have a Level 4 Diploma in Financial Planning - have a minimum of 2 years' experience in a Financial Adviser capacity - have strong understanding of the full range of pensions and wealth management planning solutions - be highly driven, self-motivated, have high initiative and be a good team player - be able to research, analyse and interpret a diverse range of highly technical information - possess excellent communication and negotiation skills - have excellent literacy, numeracy, and IT skills - be able to convey complex information to a wide variety of people with various levels of understanding both written and verbally - have an ethical and professional approach to work Qualification requirements We expect an individual in this role to hold the following qualifications: - The minimum level is "level 4" Diploma with the aim of achieving Chartered status Please send a copy of your CV to Josie at Artemis Recruitment for this position.