Junior Paraplanner: Insightful Client Advisory Support

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

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].