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