Financial Services Wealth Management Technical Support

St. James s Place
13 Apr 2018
18 Apr 2018
Contract Type
Full Time

Part time / full time

Job Specification

An excellent opportunity for someone to join a small but rapidly expanding Wealth Management Practice in Solihull, to work as part of a growing team. We are looking for a proactive, motivated individual to jump in at the deep end and create a future for themselves. Is this you? Do you have any Para-Planning experience?

Key Requirements:

R01 or equivalent is a distinct advantage. You must be self-motivated, proactive, confident and enthusiastic. A good communicator with excellent report writing skills, incredible attention to detail and able to work without supervision. Must be computer literate (Microsoft Office) and knowledge of the financial services industry preferred.

Own car and driving licence.

The ideal candidate will possess the following skills:

• Excellent IT skills (Inc. Word, Outlook and Excel)
• Experience in pensions and investments would be preferred
• Accurate typing/Data Entry
• Good eye for and a sensitivity to detail
• Numeracy
• Professional telephone manner
• Excellent English both oral and written
• Good organisational skills & ability to multi-task
• Ability to collate data and prepare reports


Prepare documentation for initial meetings with prospective clients. Ensure all information is entered onto the practice system maintaining up-to-date records of client’s personal details, plans, contact history and task history. Obtain valuations and information on clients’ existing policies and investments. Prepare calculations as required to assess the client’s investment management needs, Inheritance Tax liability and life insurance needs. Prepare proposals for the solution that the Partner has selected for the client, including approved product illustrations and literature.Administer the submission of applications to internal system and product providers and monitor relevant systems to ensure accuracy and/or acceptance.Produce Client Suitability Reports for personalising and sign off by the Practice Principal/Adviser.Produce client facing material in preparation for ongoing service meetings in line with Practice standards and client type. Manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc. Assist in the management of client relationships which may include attending client meetings to debrief.

Additional Responsibilities:

Deliver projects to meet defined business objectives. Compliance - understand and adhere to the organisation’s systems and regulatory requirements and where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements.
This job was originally posted as

Similar jobs

Similar jobs