Our client is looking to take on a new Associate Adviser to join their SJP Practice based in Central Maidstone, Kent. 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 would like to apply for this role then please send a copy of your CV to Sam at Artemis Recruitment.