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Your mission

Private Client Associates play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients. Every advice event requires an SJP compliant advice set and PCAs (Private Client Associate) are crucial ‘quality control’ gatekeepers . They position our

Your mission

Private Client Associates play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients. Every advice event requires an SJP compliant advice set and PCAs (Private Client Associate) are crucial ‘quality control’ gatekeepers . They position our

service to prospective clients and answer any initial questions, helping engage the prospect with

Apollo.

• To produce comprehensive, accurate and clear Suitability Reports - on a wide variety of topics including Pensions, Investments, Retirement, Inheritance tax, and Protection
• To assess initial fact find / case quality and feedback any shortfalls to the adviser before commencing work on cases
• Careful maintenance of back-office records relating to paraplanning such as updating a client’s fact find - making sure that client files meet all regulatory and company requirements
• Keeping up to date with SJP process changes, resulting from technical, legislative and regulatory developments
• To liaise with third party providers; to acquire additional information where required
• To liaise with SJP’s internal compliance department (Business Assurance) to ensure cases are graded as Suitable first time – on all cases checked – both pre and post approval
• To meet internal Service Level Agreements for the delivery of compliant advice in a timely manner
• Business development, building relationships with new clients and identifying financial planning needs on behalf of the Wealth Adviser
• Personal development - Attaining your Level 4 qualification within 12 months and developing your Adviser skillset and experience
  
  

• 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
  
  

• £28,000-£34,000 basic salary depending on experience and level 4 qualification
• Commission scheme
• Comprehensive training and development program
• 24 days holidays, increasing each year
• Birthday day (paid day off)
• Medicash health care plan
• Death in Service policy
• Income Protection policy
• 5% matched Employer Pension Contribution
• Regular company social events
• The role is office based, however we offer remote working on a Friday
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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