Wealth Management Practice Assistant

5 September, 2016
BigCheese
Wealth Management Practice Assistant

The opportunity is to establish a successful career within this dynamic and highly respected FTSE 100 company. The role is to work as a Practice Manager alongside a partner and depending on your aspirations, the potential to move into wealth management in the longer term.

Responsibilities
  • Pipeline management and internal business submission processes
  • Accurately maintain client records (Fact Find) and prepare cases on CRM system
  • Preparing client proposals and recommendation reports
  • Producing Suitability Letters and maintaining compliant client files
  • Meet and greet clients
  • Liaising with our Administration Centres on usual day-today matters
  • Managing client relationships and dealing with client enquiries
  • Assist with client events and marketing initiatives
  • Attend networking functions
  • Facilitate efficient office operations including leading and assisting with process and system improvement projects
Training & Progression
This is a great chance to work alongside one of the company partners and receive on the job training to help you excel in the role. This is a great chance to be exposed to wealth management and develop your organisational and client management skills.
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