Junior Paraplanner

Artemis Recruitment Consultants Ltd; Hertford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a Junior Paraplanner to work in Hertford. The successful candidate will manage client onboarding processes, maintain client records, perform essential checks for compliance, and assist in the development of client management systems. This role provides a path towards qualifications as an adviser and further advancement opportunities within the company. Candidates should be detail-oriented and capable of communicating effectively with clients.

Qualifications

• Ability to manage client onboarding processes effectively.
• Experience with CRM databases and data entry.
• Knowledge of client ID and AML Verification checks.

Responsibilities

• Manage the client onboarding process for new clients.
• Maintain accurate client records in the CRM database.
• Perform client ID and AML verification checks.
• Submit and chase applications with providers.

Job description

Our client is looking for a Junior Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements. You will be involved in and helping evolve processes of client charging, client onboarding and the management of client information. This is a role that would happily see you qualify as an adviser and move into Head of Office in years to come.

Main Responsibilities

Client Acquisition

• Manage client onboarding process for new clients
• Receive new and existing client information/ documents from Financial Advisers after meetings and process client forms, input data into CRM database.
• Upkeep of accurate client records in CRM database and aid in the development through sharing experience and processes.
• Perform client ID and AML Verification checks for anti-money laundering purposes.
• Submit and chase applications with providers.
• Ensure content on client forms remains up to date.
• Organise and occasionally attend client meetings.

Existing Clients

• Maintain the client review schedule for Financial Advisors.
• …