Associate Wealth Planner

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.