Wealth Consultant

Are you looking for a new opportunity to develop your career in Wealth Management within J.P. Morgan Personal Investing?
As a Wealth Consultant, you will be responsible for financial planning to help clients achieve their goals. This role requires a deep understanding of the wealth management landscape and a proven track record in client and relationship management.
J.P. Morgan Personal Investing is the UK’s leading digital wealth manager, combining cutting-edge technology with expert financial planning. As part of our growing Wealth Services team, you’ll support our mission to make investing and advice more accessible and transparent.
Key Responsibilities:
Collaborate with the Senior Wealth Manager to develop and execute strategies for acquiring new clients and expanding existing relationships.
Assist in the preparation and delivery of pitches and presentations to prospective clients.
Facilitate the onboarding process for new clients, ensuring a seamless transition and exceptional client experience.
Analyse client portfolios and provide guidance to increase share of wallet, optimise investment strategies and improve customer outcomes.
Monitor client accounts to ensure satisfaction and retention, addressing any issues or concerns promptly.
Stay informed about market trends and developments in UK investments to provide informed advice and insights to clients.
Maintain accurate records and documentation of client interactions and transactions.
Required Qualifications, Capabilities, and Skills
QCF Level 4 qualified in financial planning or equivalent - or ability to achieve this within 18 months of joining the team
Proven experience in dealing with retail clients
Knowledge of UK investments, including market trends and regulatory requirements.
Analytical mindset with the ability to assess client needs and develop tailored solutions.
Proficiency in digital tools and platforms used in wealth management.
Preferred Qualifications, Capabilities, and Skills
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
Ability to work collaboratively in a team environment and support the goals of Senior Wealth Managers
Why Join Us:
Opportunity to work with a leading digital wealth manager and contribute to innovative financial solutions.
Collaborative and supportive work environment with opportunities for professional growth and development.
Competitive salary and benefits package.
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