Junior Paraplanner

Junior Paraplanner

Our client is looking for a Junior Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will devise advice and reports for clients to provide them with accurate information and bespoke solutions.

Main Responsibilities

• Manage client onboarding process for new clients
• Process client forms and input data into the CRM database
• Perform client ID and AML verification checks
• Submit and chase applications with providers
• Maintain the client review schedule for Financial Advisers
• Assist in preparing performance data for client review meetings
• Write minutes of meetings and fee proposals in conjunction with Financial Advisers
• Provide administrative support to the financial advice team

The Candidate

• Sound understanding of different asset classes
• Experience of research, analysis and report writing
• Strong strategic thinker with excellent Excel, written and verbal communication skills
• Ability to network and establish relationships with clients
• Self-motivated, organised and adaptable to change

If you are interested in this position then please forward your CV to josie@artemisrecruitment.co.uk