Associate Wealth Planner
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Job Title / Sector: Associate Wealth Planner
Location: Blackpool
Notice period: 3 months
Salary expectations: £45K+
Paragraph detailing relevant skills, experience and if relevant, qualifications
25 years’ experience within financial services and wealth management, with extensive experience supporting Investment Managers within a leading UK wealth and investment management business.
Experienced in supporting private clients, families, charities and corporate clients, with a strong focus on delivering high levels of client service.
Extensive client onboarding and new business experience, including SIPPs, SSASs, offshore bonds, private clients, charities and corporates.
Strong knowledge of KYC, CDD, AML and regulatory requirements, including involvement in data remediation and AML projects.
Regularly liaises with clients, professional intermediaries, SIPP and bond providers, Investment Managers and internal departments.
Experienced in coordinating client meetings, KYC meetings, valuations, statements, documentation and post-meeting administration.
Handles client queries, payments, static data changes and account documentation with a strong focus on accuracy and timely delivery.
Proven ability to manage a varied and high-volume workload, prioritising effectively and maintaining exceptional attention to detail.
Experience contributing to process improvements, systems reviews and wider business projects, including working collaboratively across departments.
Strong IT skills, including Microsoft Word, Excel, Outlook and Teams, alongside experience with a range of wealth and investment management systems including Pershing Nexus, Seismic, Pulse and InvestCloud.
CISI qualified & currently undertaking postgraduate study in Linguistics and Artificial Intelligence, demonstrating strong commitment to continued learning and development.
Interested in progressing her career further into wealth planning, financial planning and paraplanning, utilising her extensive existing wealth-management and client-facing experience.