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Private Client Associate
3 months ago
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 Your profile
To be successful in this role you will need to demonstrate the following qualities;
Ambition to become a Financial Adviser within the coming 2-3 yearsUnwavering drive and determinationPart 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 skillsStrong team playerWhy us?
We have a clear career pathway to Financial Advice. Success in this role will lead you on to a 12 month Associate Adviser role which in turn leads to selection for the Adviser Academy.
We have has proven success of nurturing talent in this space and developing Associates into
Advisers.
About us
We believe our people are our greatest asset and we will be judged by the quality of people we recruit and retain.
We believe in the spirit of ownership because our people take results personally and want to build something great together. We value talented individuals who aren't afraid to be bold, resourceful, and committed.
If you see yourself working for a company that allows you to excel at the speed of your talent, then a career at Apollo Private Wealth may be for you.
