Private Client Associate - London

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 sam@artemisrecruitment.co.uk 

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