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Our client is looking to take on a new Private Client Associate to join their SJP Practice based in Central London. You will help play a vital role in supporting Financial Advisers through delivery of suitability reports and acquisition of prospective clients.
Essential:
- The ability to produce comprehensive, accurate and clear Suitability Reports using a combination of standard paragraphs and free text;- Experience in writing suitability letters on a wide variety of topics, Pensions, Investments, Mortgages, Protection.- Experience of preparing illustrations for numerous products, such as Protection.- Experience of back office administration that relates to the paraplanning role such as updating a client’s CFR, making sure that client files are audited and all regulatory and company requirements are met at the end of a case- Undertake continuous professional development to meet regulatory requirements, both internally and externally- Liaise with Business Assurance (SJP’s internal compliance body) and ensure cases are graded as suitable first time on all pre and post approval checks- Excellent grammar, spelling and punctuation skills;- Excellent interpersonal and communication skills;- A high standard of personal organisational skills;- Experience of working to targeted service standards and procedures;- A proven track record in delivering first-class client service;- A good working knowledge of regulatory requirements;- Ambitious and goal-orientated;- Evidence of continual learning and development of skills and knowledge;- An adaptable and flexible approach to work within a changing environment;- Experience of working unsupervised with a high level of self-motivation;- Good IT skills covering MS Office, MS Outlook, MS Excel and back office system
Desirable:
- Ambition to become a Financial Adviser within the coming 2-3 years- Unwavering drive and determination- Part Qualified in Level 4 Diploma in Financial Planning - Some paraplanning or Business Development experience - Working experience within the financial advice industry - Excellent written and verbal communication - Strong attention to detail and accuracy - Sales skills- Strong team player
If you are interested in applying for this role, then please send a copy of your CV to Josie at Artemis Recruitment.
