Paraplanning Team Assistant - Heat Recruitment : Job Details

Position: Paraplanning Team AssistantLocation: Welwyn, Hertfordshire (Hybrid)Salary: £32,500, depending on experience

This company is a rapidly expanding group of companies, with this role based in the Welwyn office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Paraplanning Team Assistant. This is an exciting opportunity to further your career in financial planning, with excellent training and development prospects.

As a Paraplanning Team Assistant you'll be working closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your days will be filled with:

• Annual review meeting preparation
• Preparing information for Paraplanners to conduct suitability letters
• Client engagement and communication
• Compliance & Documentation
• Team Collaboration with the Administrators

We're looking to speak with individuals who have:

• 2+ years of working in a Financial Advisory practice, in an Administrator or similar capacity
• A genuine interest in financial planning and wealth management.
• Knowledge of UK Compliance regulations
• A proactive, team-oriented approach.

What they offer:

• A full training and development plan
• Comprehensive benefits package including medical and dental cover
• Hybrid working
• Christmas and new year business closure
• A dynamic, friendly, and supportive team culture.
• Flexible working arrangements to suit your lifestyle.

If you're excited about continuing your career in financial planning and want to be part of a forward-thinking firm, we'd love to hear from you! Please apply with your CV and if suitable we will contact you to arrange a call.