Back to search
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 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.
