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Financial Planning Assistant

2 months ago

Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time
Paraplanning Team Assistant

Heat Recruitment Ltd is seeking a motivated and enthusiastic individual to join their team as a Paraplanning Team Assistant. This is an exciting opportunity to further your career in financial planning, with excellent training and development prospects.

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