Private Client Associate

5 days ago

London, Greater London, United Kingdom Apollo Private Wealth Full time
About the Role

Apollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Private Client Associate - Financial Planning. As a key member of our team, you will play a pivotal role in supporting our Advisers through the delivery of suitability reports and the acquisition of prospective clients.

Key Responsibilities:

  • Produce comprehensive, accurate, and clear suitability reports on a wide variety of topics, including pensions, investments, retirement, inheritance tax, and protection.
  • Assess initial fact finds/case quality and provide feedback to the adviser before commencing work on cases.
  • Maintain back-office records relating to paraplanning, ensuring client files meet all regulatory and company requirements.
  • Stay up-to-date with SJP process changes resulting from technical, legislative, and regulatory developments.
  • Liaise with third-party providers to acquire additional information where required.
  • Liaise with SJP's internal compliance department to ensure cases are graded as suitable first time.
  • Meet internal service level agreements for the delivery of compliant advice in a timely manner.
  • Contribute to business development by building relationships with new clients and identifying financial planning needs on behalf of the Wealth Adviser.
  • Personal development - attain your Level 4 qualification within 12 months and develop your Adviser skillset and experience.
Requirements

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 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 skills.
  • Strong attention to detail and accuracy.
  • Sales skills.
  • Strong team player.
What We Offer

Apollo Private Wealth offers a highly competitive package, including:

  • £28,000-£30,000 basic salary depending on experience.
  • Discretionary bonus scheme.
  • Comprehensive training and development program.
  • One-to-one mentoring with a successful Wealth Adviser.
  • Opportunity to begin building a client bank before transitioning into an Adviser role.
  • 24 days' holidays, increasing each year.
  • Birthday day (paid day off).
  • Company pension scheme.
  • Regular company social events.
  • Hybrid working policy - you will be required to attend the office 2-3 days per week.

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