Junior Paraplanner

Artemis Clarke Ltd; Elstree; On-site; GBP 21,000 - 32,000; Full time

Job summary

Artemis Clarke Ltd. in Elstree is seeking a Junior Paraplanner to support Financial Advisers with research and preparing suitability letters and reports for clients.

You will assist with comprehensive portfolio analysis, compile detailed reports, and help ensure regulatory compliance across all activities in a busy wealth-management practice.

Qualifications

• Several years' experience working in Financial Services with good all-round knowledge.
• Excellent IT and communication skills, highly organised and able to make decisions.
• Self-starter able to work with little or no supervision and prioritise workload effectively.
• A relevant qualification, or progress towards the Level 4 Diploma, would be an advantage but is not essential.

Responsibilities

• Dealing with a wide variety of administrative tasks supporting colleagues and clients of the practice
• Compiling detailed reports and portfolio reviews using key data
• Processing new business applications for all products using bespoke software
• Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines
• Report writing for all products and analysis of clients' plans using different software systems

Skills

Financial services experience

IT skills

Communication skills

Self-motivated

Education

Relevant qualification or Level 4 Diploma progress

Tools

Salesforce CRM

Job description

Junior Paraplanner

We are looking for a Junior Paraplanner to join our client's wealth management company in Elstree. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, and ensuring compliance standards are met.

Responsibilities

• Dealing with a wide variety of administrative tasks supporting colleagues and clients of the practice
• Compiling detailed reports and portfolio reviews using key data
• Processing new business applications for all products using bespoke software
• Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines
• Report writing for all products and analysis of clients\' plans using different software systems

Experience/Qualifications

• Several years\' experience working in Financial Services with good all-round knowledge
• Excellent IT and communication skills, highly organised and able to make decisions
• Self-starter able to work with little or no supervision and prioritise workload effectively
• A relevant qualification, or progress towards the Level 4 Diploma, would be an advantage but is not essential