Private Client Onboarding Associate

The Opportunity: The Private Client Onboarding Associate (PCO Associate) supports a variety of internal departments, such as a team of Private Client Directors/Executives (PCD/Es) and Private Client Advice Analysts (PCA Analysts), in onboarding and providing regulated, suitable advice to prospective clients. The purpose of this advice is to help clients meet their long-term goals. In order to achieve this, a PCO Associate will be primarily responsible for following up with third-party providers, entering pension and investment bond data into proprietary software, conducting analysis of prospective clients'' existing holdings, processing KYC and AML data, initiating risk assessments and formatting and producing recommendation materials. In addition to this, each PCO Associate will grow their analytical ability and acquire a broad understanding of financial planning tools through training and interaction with senior members of the group. The Day-to-Day: Act as a point of contact for the Private Client Directors/ Executives (PCD/Es) Prepare written proposals by collecting and compiling client information and information from third-party providers. Follow-up with pension and investment bond providers to ensure we have all information necessary to complete a recommendation. Conduct Morningstar analysis on prospective or existing clients'' assets. Run various cash flow and portfolio simulations for inclusion in the proposals. Work on ad hoc group projects to help ..... full job details .....