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- Tasks: Support financial advisers by managing client onboarding and preparing reports.
- Company: Dynamic financial services firm based in Hertford with a focus on client relationships.
- Benefits: Gain valuable experience, potential career progression, and a supportive team environment.
- Why this job: Kickstart your career in finance and develop skills for future advancement.
- Qualifications: Strong communication skills and a keen interest in financial advice.
- Other info: Opportunity to grow into an adviser role and contribute to office management.
The predicted salary is between 28800 - 43200 £ per year.
Our client is looking for a Junior Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will be communicating and devising advice and reports to clients to provide them with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements. You will be involved in and helping evolve processes of client charging, client onboarding and the management of client information. This is a role that would happily see you qualify as an adviser and move into Head of Office in years to come.
Main Responsibilities- Client Acquisition
- Manage client onboarding process for new clients.
- Receive new and existing client information/documents from Financial Advisers after meetings and process client forms, input data into CRM database.
- Upkeep of accurate client records in CRM database and aid in the development through sharing experience and processes.
- Perform client ID and AML Verification checks for anti-money laundering purposes.
- Submit and chase applications with providers.
- Ensure content on client forms remains up to date.
- Organise and occasionally attend client meetings.
- Existing Clients
- Maintain the client review schedule for Financial Advisors.
- Assist in preparing performance data for client review meetings including meeting check sheets.
- Follow-up on agreed action points from review meetings including updating of portfolio risk profiles.
- Set-up new accounts for existing clients, if required.
- Assist with client requests and questions, including support of Investor Portal (MoneyLocker).
- Update client cashflow scenarios when and if necessary.
- Reporting
- Write Minutes of Meetings and Fee Proposal in conjunction with Financial Advisers.
- Assist in preparation of suitability reports.
- Prepare Meeting follow up emails, action points.
- Office Management
- Provide administrative support to the financial advice team.
- Diary management – booking in client meetings, managing financial adviser schedules and eliminating potential conflicts.
- Work with current Client Relationship Manager (CRM) to enhance the processes of client administration.
- Taking inventory of office supplies and order more if needed.
- Helping establish and maintain office procedures in line with the company's other offices.
- Assisting senior management team when needed.
- Answering phone calls, general emails and postal correspondence with clients as appropriate.
- Files and archives accurate records.
- Manages health and safety as well as fire regulations within the office.
- Sound understanding of the different asset classes.
- Experience of research, analysis & report writing.
- Financial Advice skills.
- Trustworthy and open.
- Strong strategic thinker.
- Capability to explain complex information simply and clearly.
- Ability to network and establish relationships with clients.
- Discretion and an understanding of the need for client confidentiality.
- Research and analytical skills.
- Negotiation and influencing skills.
- Good communicator about company to clients and public.
- Adaptable to change.
- High self-awareness.
- Excellent Excel, written, numerical, verbal and interpersonal communication skills.
- Ability to work in a team.
- Self-motivation and organisation.
- Flexible approach to work.
- An ethical and professional approach to work.
- Honest enthusiasm for company's aims and objectives.
- Driven hard worker with a positive mindset on life and work.
- Resilient self-starter happy to take initiative and responsibility.
- Behave professionally whilst being open to listening to others, expressing feelings and communicating transparently.
- Recognise that everyone is an individual, with own needs and perspectives.
- Confronts complacency.
- Make others aware of inter-personal conflict or behaviour that doesn’t fit the company culture.
- Comfortable interacting with a wide range of people at all levels.
- Fosters a loyal team-based approach.
- Flexible team player prepared to take on several tasks to support the department and the company as a whole.
JUNIOR PARAPLANNER - HERTFORD in Watford 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 - HERTFORD in Watford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice sector. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Junior Paraplanner role.
✨Tip Number 2
Practice your communication skills. Since you'll be dealing with clients and advisers, being able to explain complex information simply is key. Try role-playing scenarios with friends or family to build your confidence.
✨Tip Number 3
Stay organised! Use tools like calendars and task lists to manage your time effectively. This will not only help you in interviews but also show potential employers that you're ready to handle the responsibilities of the role.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure to highlight your relevant skills and experiences that align with the Junior Paraplanner position when you apply.
We think you need these skills to ace JUNIOR PARAPLANNER - HERTFORD in Watford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Paraplanner role. Highlight any relevant experience, especially in client onboarding and report writing. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advice and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to showcase your analytical and communication skills in your application. Mention any experience you have with CRM systems or client management, as these are key to the role. We’re all about teamwork and clear communication!
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 don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you have a solid understanding of the different asset classes and financial advice skills. Brush up on your research, analysis, and report writing abilities, as these will be crucial in your role as a Junior Paraplanner.
✨Showcase Your Communication Skills
Since you'll be explaining complex information to clients, practice articulating your thoughts clearly and simply. Prepare examples of how you've successfully communicated with clients or colleagues in the past to demonstrate your strong interpersonal skills.
✨Be Ready to Discuss Processes
Familiarise yourself with client onboarding processes and CRM systems. Be prepared to discuss how you would manage client information and maintain accurate records, as this is a key part of the role.
✨Exude Enthusiasm and Professionalism
Show your honest enthusiasm for the company's aims and objectives during the interview. Be a resilient self-starter who takes initiative, and make sure to convey your flexible approach to work and team collaboration.
