Administrative Support Specialist
2 weeks ago
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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