Position: Paraplanning Team Assistant
Location: 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 is 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:
1. Annual review meeting preparation
2. Preparing information for Paraplanners to conduct suitability letters
3. Client engagement and communication
4. Compliance & Documentation
5. Team Collaboration with the Administrators
We're looking to speak with individuals who have:
1. 2+ years of working in a Financial Advisory practice, in an Administrator or similar capacity
2. A genuine interest in financial planning and wealth management.
3. Knowledge of UK Compliance regulations
4. A proactive, team-oriented approach.
What they offer:
1. A full training and development plan
2. Comprehensive benefits package including medical and dental cover
3. Hybrid working
4. Christmas and new year business closure
5. A dynamic, friendly, and supportive team culture.
6. 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.
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