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 in preparing illustrations for numerous products, such as Protection.
* Experience in 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 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