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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 Elstree 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 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.
JUNIOR PARAPLANNER - ELSTREE employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land JUNIOR PARAPLANNER - ELSTREE
✨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 underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Junior Paraplanner gig! We make it easy for you to showcase your skills and experience directly to the hiring team. Plus, it shows you're serious about joining us!
We think you need these skills to ace JUNIOR PARAPLANNER - ELSTREE
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 Ltd
✨Know Your Stuff
Make sure you brush up on financial services knowledge, especially around paraplanning. Understand the key responsibilities of the role and be ready to discuss how your experience aligns with them. This will show that you're not just interested in the job, but that you genuinely understand what it entails.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past work where your attention to detail made a difference. Whether it’s about compiling reports or ensuring compliance, having specific instances ready will demonstrate your capability.
✨Familiarise Yourself with Salesforce
If you’ve used Salesforce before, great! If not, take some time to learn the basics. Being able to talk about how you can manage client data and correspondence using CRM software will give you an edge. It shows you're proactive and ready to hit the ground running.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the company culture, team dynamics, or growth opportunities. This not only shows your interest but also helps you gauge if the company is the right fit for you.
