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Client Relationship Specialist

2 months ago

London, Greater London, United Kingdom Apollo Private Wealth Full time
Your Role

As a Client Relationship Specialist, you will be instrumental in assisting our Financial Advisers by ensuring the delivery of compliant suitability reports and facilitating the onboarding of potential clients. Each advisory interaction necessitates adherence to SJP standards, and Client Relationship Specialists serve as essential 'quality assurance' checkpoints. They present our
services to potential clients and address initial inquiries, fostering engagement with Apollo.

  • Generate detailed, precise, and transparent Suitability Reports covering diverse topics such as Pensions, Investments, Retirement, Inheritance Tax, and Protection.
  • Evaluate initial fact-finding and case quality, providing constructive feedback to advisers before initiating case work.
  • Meticulously maintain back-office documentation related to paraplanning, ensuring client files comply with all regulatory and organizational standards.
  • Stay informed on SJP procedural updates arising from technical, legislative, and regulatory changes.
  • Coordinate with external providers to gather additional information as necessary.
  • Collaborate with SJP's internal compliance team (Business Assurance) to ensure cases are classified as Suitable on the first review – for all checked cases – both prior to and following approval.
  • Adhere to internal Service Level Agreements for the timely delivery of compliant advice.
  • Engage in business development by cultivating relationships with new clients and identifying their financial planning requirements on behalf of the Wealth Adviser.
  • Focus on personal growth by achieving your Level 4 qualification within a year and enhancing your skills and experience as an Adviser.
Your Profile

To excel in this position, you should possess the following attributes:

  • A strong ambition to transition into a Financial Adviser role within the next 2-3 years.
  • A relentless drive and determination.
  • Part Qualified in Level 4 Diploma in Financial Planning.
  • Experience in paraplanning or Business Development.
  • A background in the financial advice sector.
  • Exceptional written and verbal communication skills.
  • A keen eye for detail and accuracy.
  • Sales acumen.
  • A collaborative team spirit.
Why Choose Us?

We offer a clear pathway to a career in Financial Advice. Success in this role will lead to a 12-month Associate Adviser position, which can pave the way for selection into the Adviser Academy.

We have a proven track record of nurturing talent in this field and successfully developing Associates into Advisers.

About Apollo Private Wealth

At Apollo Private Wealth, we recognize that our people are our most valuable asset, and our success hinges on the quality of individuals we recruit and retain.

We foster a culture of ownership, where our team members take personal responsibility for results and are motivated to build something exceptional together. We value talented individuals who are bold, resourceful, and dedicated.

If you envision a career with a company that empowers you to thrive at the pace of your talent, consider joining Apollo Private Wealth.