Type of Position: Associate Adviser (Admin) - Maidstone, Kent
Pay: £40k - £50k
Associate Adviser (Admin) - Maidstone, Kent
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. Responsibilities:
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, including Pensions, Investments, Mortgages, and Protection. Experience of preparing illustrations for numerous products, such as Protection. Experience of back office administration that relates to the paraplanning role, such as updating a client’s CFR, ensuring 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 of working unsupervised with a high level of self-motivation. Good IT skills covering MS Office, MS Outlook, MS Excel, and back office systems. Minimum Requirements:
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.
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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. Responsibilities:
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, including Pensions, Investments, Mortgages, and Protection. Experience of preparing illustrations for numerous products, such as Protection. Experience of back office administration that relates to the paraplanning role, such as updating a client’s CFR, ensuring 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 of working unsupervised with a high level of self-motivation. Good IT skills covering MS Office, MS Outlook, MS Excel, and back office systems. Minimum Requirements:
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.
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