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- Tasks: Assist Financial Advisers with research, reports, and client queries in a dynamic wealth management setting.
- Company: Join a reputable 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 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
✨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
Get your research game on! Familiarise yourself with the latest trends in wealth management and financial planning. This will not only help you in interviews but also show potential employers that you're genuinely interested in the field.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to paraplanning and financial services. Role-play with a friend or family member to boost your confidence and refine your answers.
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services background and any relevant qualifications to show us you’re a great fit for the Junior Paraplanner role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about wealth management and how your skills can help our Financial Advisers. Be specific about your experience with client correspondence and report writing, as these are key parts of the job.
Showcase Your Attention to Detail: In your application, give examples of how you've ensured accuracy in your previous roles. We want to see that you understand the importance of getting things right the first time, especially when it comes to compliance standards.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
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 suitability letters and compliance standards. Familiarise yourself with the tools mentioned in the job description, like Salesforce CRM, so you can confidently discuss how you've used similar systems in the past.
✨Showcase Your Communication Skills
As a Junior Paraplanner, you'll be dealing with clients and colleagues regularly. Prepare examples of how you've effectively communicated complex information in previous roles. This could be through emails, reports, or even face-to-face interactions.
✨Demonstrate Attention to Detail
Highlight your ability to produce accurate reports and correspondence. Bring examples of your work that showcase your meticulous nature, and be ready to discuss how you ensure compliance and accuracy in your tasks.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client relationships and how they support their Financial Advisers. This shows your genuine interest in the role and helps you understand if the company is the right fit for you.
