Wealth Management Manager

Wealth Management Manager in Poole - Our Finance client is seeking a Wealth Management Manager to assist with the smooth running of our client’s Wealth Management proposition and to ensure that all compliance issues and company procedures are adhered to fulfilling the regulatory requirements of the FSA. Your responsibilities will include the management and administration of the Wealth Management Team; assisting with administration training and development; data management and analysis; supporting Advisors and providing them with the information and guidance they need to effectively carry out their duties; pension, investment and life research and report writing; new business processing; cooperation in all compliance related matters; proactively chasing any outstanding information/documentation until business has been completed; database maintenance and record keeping; preparation of client files for formal verification; answering the telephone, scanning, filing and any other general administration tasks; dealing direct with clients and insurance companies; providing back-up support to the Directors; and greeting clients and/or visitors to the office. You should be able to use Microsoft Word and Excel, have excellent communication skills, be proficient in time management and organisational procedures, be able to work as a team member and essentially, have knowledge of the Financial Services industry. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, marital status, age, disability, race, colour, ethnic or national origin, religion, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate’s merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Poole
Salary: Negotiable

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