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 be communicating and devising advice and report 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.

• 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  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.

• Maintain the client review schedule for Financial Advisors.
• …