We are looking for a Junior Paraplanner to join our client's wealth management company in Nottingham. \r\n\r\n Your role will be to assist Financial Advisers in conducting financial research for their clients, writing suitability letters and reports, ensuring work is technically accurate, dealing with clients' queries, ensuring compliance standards are met, devising financial solutions for clients, building relationships, and fulfilling administrative procedures. Salary is dependent on experience. \r\n\r\n Junior Paraplanner Responsibilities: \r\n\r\n \r\n\t Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice \r\n\t Compiling detailed reports and portfolio reviews using key data \r\n\t Dealing with enquiries and correspondence from clients and providers by email and phone \r\n\t Managing the database of clients \r\n\t Processing new business applications for all products using bespoke software, liaising with SJP admin teams to resolve queries \r\n\t Sending out letters of authority to companies and chasing up their replies \r\n\t Using Salesforce CRM to record all client activity, adhering to compliance guidelines accurately \r\n\t Producing high-quality client correspondence using templated software \r\n\t Report writing for all products \r\n\t Analysis of clients’ plans using different software systems \r\n\t Preparing client illustrations \r\n \r\n\r\n Experience\/ Qualifications: \r\n\r\n \r\n\t 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 \r\n\t You have excellent IT and communication skills, are highly organised and can make decisions \r\n\t Ideally, you have used the CRM Salesforce \r\n\t You are a self-starter and able to work with little or no supervision, meet deadlines and prioritise your workload effectively \r\n\t You will understand the importance of getting things right the first time, so your attention to detail is key in this role \r\n\t A relevant qualification or progress towards the Level 4 Diploma would be an advantage, but it is not essential. \r\n \r\n\r\n Job Posting Junior Paraplanner in Elstree advertised on The JobsBoard \r\n