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- Tasks: Assist Financial Advisers with research, reports, and client queries in a dynamic wealth management setting.
- Company: Join a leading wealth management company in Borehamwood with a supportive team.
- Benefits: Competitive salary based on experience and opportunities for professional growth.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Experience in Financial Services, strong IT skills, and attention to detail are essential.
- Other info: Ideal for self-starters looking to develop their skills in a fast-paced environment.
The predicted salary is between 28800 - 43200 £ per year.
We are looking for a Junior Paraplanner to join our client's wealth management company in Borehamwood. 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.
Junior Paraplanner in Borehamwood employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Borehamwood
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Junior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance standards. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Junior Paraplanner gig. We’re always looking for passionate individuals, and applying directly can help us see your application faster. Let’s get you started on this exciting journey!
We think you need these skills to ace Junior Paraplanner in Borehamwood
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Paraplanner role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background makes you a great fit. Don’t forget to mention your attention to detail and organisational skills, as these are key for us.
Showcase Your Communication Skills: Since you'll be dealing with clients and colleagues, it's important to demonstrate your communication skills in your application. Use clear and concise language, and make sure to proofread for any errors. We love a candidate who pays attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Stuff
Make sure you brush up on financial services knowledge, especially around paraplanning. Familiarise yourself with common financial products and compliance standards, as this will show your potential employer that you're serious about the role.
✨Showcase Your Skills
Prepare examples of how you've used your IT and communication skills in previous roles. Think about specific situations where you’ve had to deal with client queries or compile reports, and be ready to discuss these during the interview.
✨Be Organised
Demonstrate your organisational skills by discussing how you prioritise tasks and manage your workload. You might even want to bring a list of your past responsibilities to highlight your ability to handle multiple administrative tasks effectively.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to wealth management and their use of Salesforce CRM. This not only shows your interest in the role but also gives you insight into how you can fit into their team.
