Location
Welwyn
Salary £32500 - £32500 TypePermanent WorkplaceHybrid Ref85765
Recruiter Managing This Role
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 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 youll 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
Were looking to speak with individuals who have:
6. 2+ years of working in a Financial Advisory practice, in an Administrator or similar capacity
7. A genuine interest in financial planning and wealth management.
8. Knowledge of UK Compliance regulations
9. A proactive, team-oriented approach.
What they offer:
10. A full training and development plan
11. Comprehensive benefits package including medical and dental cover
12. Hybrid working
13. Christmas and new year business closure
14. A dynamic, friendly, and supportive team culture.
15. Flexible working arrangements to suit your lifestyle.
Ready to apply?
If youre excited about continuing your career in financial planning and want to be part of a forward-thinking firm, wed love to hear from you! Please apply with your CV and if suitable we will contact you to arrange a call.