Junior Paraplanner: Wealth Management Research & Reports

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

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.