Administrative Support Specialist

2 weeks ago


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

We are seeking a highly organized and detail-focused Paraplanning Team Assistant to join our team at Heat Recruitment Ltd in Welwyn, Hertfordshire.

As a Paraplanning Team Assistant, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full training and development plan, comprehensive benefits package, and excellent career prospects.

Main Responsibilities:

  • Meeting Preparation: Assist experienced professionals with the preparation for annual review meetings.
  • Letter Preparation: Prepare information for Paraplanners to conduct suitability letters.
  • Client Liaison: Communicate effectively with clients on their behalf.
  • Compliance and Records: Ensure compliance with UK regulations and maintain accurate records.
  • Collaboration with Admin Team: Work collaboratively with Administrators to achieve common goals.

Requirements:

  • Previous Experience: 2+ years of working in a Financial Advisory practice, in an Administrator or similar capacity.
  • Financial Planning Interest: A genuine interest in financial planning and wealth management.
  • UK Regulatory Knowledge: Knowledge of UK Compliance regulations.
  • Proactive Work Ethic: A proactive, team-oriented approach to work.

Estimated Salary: £30,000 - £38,000 per annum, dependent on experience.



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