JUNIOR PARAPLANNER - ELSTREE

Artemis Recruitment Consultants Ltd; Elstree; On-site; GBP 60,000 - 80,000; Full time

Job summary

A wealth management firm seeks a Junior Paraplanner to assist Financial Advisers in Elstree. In this role, you will perform various administrative tasks, compile reports, and manage client correspondence. Ideal candidates will have several years of experience in Financial Services, excellent IT and communication skills, and ideally experience with Salesforce CRM. Attention to detail and the ability to work autonomously are essential. Competitive salary offered based on experience.

Qualifications

• Several years of experience in Financial Services with a good all-round knowledge.
• Highly organised with the ability to work independently and meet deadlines.
• Understanding of compliance guidelines and importance of accuracy in work.

Responsibilities

• Assist Financial Advisers in financial research for clients.
• Compile detailed reports and portfolio reviews using key data.
• Manage correspondence from clients and providers via email and phone.

Skills

IT skills

Communication skills

Attention to detail

Decision making

Education

Relevant qualification or progress towards Level 4 Diploma

Tools

Salesforce CRM

Job description

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, ensuring work is technically accurate, dealing with clients' queries, ensuring compliance standards are met, coming up with financial solutions for clients, relationship building, and fulfilling administrative procedures. Salary dependent on experience.

Responsibilities:

• Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• Compiling detailed reports and portfolio reviews using key data
• Dealing with enquiries and correspondence from clients and providers by email and phone
• Managing the database of clients
• Processing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve queries
• Sending out letters of authority to companies and chasing up their replies
• Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines
• Producing high quality client correspondence using templated software
• Report writing for all products
• Analysis of clients’ plans using different software systems
• Preparing client illustrations

Experience/Qualifications:

• You will have been working in Financial Services for several years and have good all‑round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally, you have used the CRM Salesforce
• You are a self‑starter and able to work with little or no supervision, meet deadlines and prioritise your workload effectively
• You will understand the importance of getting things right first time, so your attention‑to‑detail is key in this role
• A relevant qualification, or progress towards the Level 4 Diploma would be an advantage but is not essential.