Junior Paraplanner

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

Job summary

Artemis Clarke Ltd invites applications for a Junior Paraplanner based in Hertford. The role supports the Head of Advice, crafting advice and client reports to deliver accurate information and bespoke solutions.

The ideal candidate will have experience in research, analysis and report writing, with strong Excel and communication skills, and the ability to network and build client relationships. CVs to [e-mail].

Qualifications

• Understanding of asset classes, and ability to write concise reports.
• Strong Excel and written/verbal communication skills.
• Ability to network and build client relationships.

Responsibilities

• Onboard new clients and manage documentation.
• Input data into the CRM and verify client information.
• Conduct client ID and AML verification checks.
• Submit and chase applications with providers.
• Maintain client review schedules for advisers.
• Prepare performance data for client reviews.

Skills

Excel

Communication

Organisational skills

Client liaison

Research & analysis

Tools

CRM database

Microsoft Excel

Job description

Junior Paraplanner

Our client is looking for a Junior Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will devise advice and reports for clients to provide them with accurate information and bespoke solutions.

Main Responsibilities

• Manage client onboarding process for new clients
• Process client forms and input data into the CRM database
• Perform client ID and AML verification checks
• Submit and chase applications with providers
• Maintain the client review schedule for Financial Advisers
• Assist in preparing performance data for client review meetings
• Write minutes of meetings and fee proposals in conjunction with Financial Advisers
• Provide administrative support to the financial advice team

The Candidate

• Sound understanding of different asset classes
• Experience of research, analysis and report writing
• Strong strategic thinker with excellent Excel, written and verbal communication skills
• Ability to network and establish relationships with clients
• Self-motivated, organised and adaptable to change

If you are interested in this position then please forward your CV to [e-mail]