Azets
Associate - Wealth Management
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About the Role
This Associate role is focused on operational finance activities within a Wealth management business.
You will play a vital role in supporting the day-to-day tracking of income across Azets Wealth Management. Working closely with advisers, operational colleagues, and management accounts, the role is responsible for ensuring accurate and timely recording of income received into the business, as well as racking of client debtors and purchase invoices.
The successful candidate will act as a key point of contact for colleagues and external providers, help with finance operations and contribute to the smooth running of the wider team. This is an excellent opportunity for an organised, numbers- and detail-focused individual who enjoys working in a fast-paced environment and wants to build a long-term career within a growing and ambitious wealth management business.
Main Skills
Financial and Transaction Processing
- Transaction Logging: Logging and tracking financial transactions accurately in relevant systems.
- Fee and Commission Support: Assisting with the logging of fees and commissions in our CRM system.
- Reconciliation: Supporting the reconciliation of financial data to ensure accuracy and compliance.
- Maintaining a log of bank receipts and how income is split between different category types.
Technical Excellence
- Clears review queries with reduced assistance and with thought and attention to detail.
- Ability to use key performance software independently with minimal support (Intelliflo, Microsoft Office, Azets Reach, People XD).
- Involved in less complex compliance, beginning to take more responsibility for sections of the work.
- Continues to develop sector-specific professional knowledge.
- Increased awareness of upcoming and existing changes in relevant legislation and standards applicable to role.
- Able to spot issues/areas of possible contention or increased risk early in the process and escalate to senior colleagues.
- Reduce recurrence of similar or same review points.
- Able to spot where previous solutions and experience can be applied.
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Commitment
- Complies with all departmental and Group wide processes.
- Ensures that work is in line with our vision and values and the overall people strategy.
- Supports others through coaching and sharing knowledge.
Document Management and Processing
- Data Entry Accuracy: Ensuring high levels of accuracy in data entry and document processing.
- Digital Filing: Managing digital filing systems and ensuring all documents are stored securely and can be easily accessed.
Other Desirable Skills
Client Focus
- Is able to communicate professionally with clients to request missing information/deal with basic queries that arise.
- Communicates in a professional and confident manner.
- Puts client service delivery at the forefront, ensuring timely acknowledgement of client queries and escalates as required.
- Able to identify and escalate to senior team members areas of improvement for the future from current working practices.
Client and Provider Communication
- Professional Correspondence: Drafting professional emails, letters, and other forms of communication to clients and providers.
- Customer Support: Providing enhanced support to clients, resolving queries and issues efficiently.
- Provider Liaison: Acting as a key point of contact for providers, facilitating smooth communication and issue resolution.
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Problem-Solving and Decision-Making
- Issue Resolution: Identifying and resolving administrative and operational issues quickly and effectively.
- Decision-Making: Making informed decisions to improve administrative processes and client service.
Professional Development
- Continuous Learning: Staying up to date with industry best practices, new technologies, and regulatory changes.
- Qualifications: Pursuing relevant professional qualifications and certifications to enhance skills and knowledge.
Desirable Experience
- Ability to manage client interactions professionally and confidently.
- Experience in using CRM systems and financial software.
- Accuracy and attention to detail.
- Strong analytical and reconciliation skills.
- Commercial awareness.
- Strong Excel capability.
- Ability to build relationships across Operations, Compliance, and Advice teams.
- A continuous improvement mindset.
- Integrity and a strong focus on financial controls.
What's in it for you?
Our benefits include hybrid & flexible working, birthday leave, professional subscription, and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK
Interested in hearing more about Life at Azets?
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