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- Tasks: Support the Paraplanning Team with client data management and preparation of meeting packs.
- Company: Join a dynamic financial practice in Elstree, Hertfordshire, focused on delivering exceptional service.
- Benefits: Enjoy a structured office environment with opportunities for professional growth and development.
- Why this job: Be part of a supportive team, enhancing your skills while making a real impact in clients' financial journeys.
- Qualifications: Proficiency in Microsoft Office, strong organisational skills, and attention to detail are essential.
- Other info: This role is perfect for those looking to kickstart their career in finance with hands-on experience.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Our client is looking for a Senior Administrator / Paraplanner Support for their team based in Elstree, Hertfordshire. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Financial Adviser. You will help to support the practice with first class administration.
This will be an office based position in Hertfordshire.
Key Responsibilities:
- Managing client data on salesforce, specifically with regards to:
- Inputting, scanning and attaching Fact Find information;
- Inputting agreed service level and fee information from the Client Agreement, scanning and attaching;
- Maintaining our client ID records
- Inputting data consent information, scanning and attaching;
- Maintaining client attitude to risk records (inputting client risk scores and scanning and attaching the RPQ and signed client declaration). Managing their workload by using tasks on salesforce.
- Being involved in preparing and maintaining client files including meeting packs and compliance documents, in readiness for client meetings.
- Running client risk profiles through Dynamic Planner. Liaising with the Paraplanner/Adviser to agree the client’s attitude to risk.
- Liaising with providers to obtain Plan information (as overseen by the Paraplanners).
- Assisting the Paraplanners in the preparation of recommendations and reviews.
Person Specification:
- Have a good knowledge of Microsoft Outlook, Word and Excel;
- Be organised and be able to prioritise, manage workload effectively and multi-task;
- Have an acutely accurate attention to detail;
- Be articulate and have a good command of written and verbal English;
- Be able to learn and comfortably use software platforms;
- Be able to work well as part of a team and autonomously.
Please send a copy of your CV to Josie at Artemis Recruitment if you are interested in this position.
Senior Administrator / Paraplanner Support employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator / Paraplanner Support
✨Tip Number 1
Familiarise yourself with Salesforce, as it's a key tool for managing client data in this role. Consider taking an online course or tutorial to boost your confidence and skills in using the platform.
✨Tip Number 2
Brush up on your knowledge of financial services and paraplanning processes. Understanding the basics will help you engage more effectively with the Paraplanners and Financial Advisers you'll be supporting.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed workloads and prioritised tasks in previous roles. This will demonstrate your ability to handle the demands of the position.
✨Tip Number 4
Network with professionals in the financial services industry, especially those who work in paraplanning or administration. Building connections can provide valuable insights and potentially lead to referrals for the job.
We think you need these skills to ace Senior Administrator / Paraplanner Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Senior Administrator / Paraplanner Support role. Emphasise your proficiency in managing client data, using Salesforce, and your attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your background makes you a perfect fit. Mention specific examples of your organisational skills and ability to manage workloads effectively.
Highlight Technical Skills: Since the role requires knowledge of Microsoft Outlook, Word, and Excel, ensure you mention your proficiency in these applications. If you have experience with any other software platforms, include that as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this position.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Organisational Skills
As a Senior Administrator / Paraplanner Support, you'll need to demonstrate your ability to manage workloads effectively. Prepare examples of how you've successfully prioritised tasks in previous roles, and be ready to discuss specific tools or methods you use to stay organised.
✨Highlight Attention to Detail
This role requires acute attention to detail, especially when managing client data. Be prepared to share instances where your meticulous nature has positively impacted your work, such as catching errors or improving processes.
✨Familiarise Yourself with Salesforce
Since managing client data on Salesforce is a key responsibility, it’s beneficial to have a basic understanding of the platform. If you have experience with similar software, mention it, and express your willingness to learn quickly.
✨Demonstrate Teamwork and Autonomy
The role involves working both independently and as part of a team. Think of examples that showcase your ability to collaborate effectively with others, as well as times when you've successfully completed tasks on your own.
