Administrative Assistant for Paraplanning Team
3 weeks ago
We are looking for an Administrative Assistant to support our Paraplanning Team in Welwyn, Hertfordshire. This is a fantastic opportunity to develop your skills in financial planning and contribute to the success of our team.
About the JobIn this role, you will be responsible for:
- Preparation of annual review meetings
- Providing support for Paraplanners in conducting suitability letters
- Engaging with clients and communicating effectively
- Ensuring compliance and documentation are up-to-date
- Collaborating with the Administration team
To succeed in this role, you should have 2+ years of experience working in a Financial Advisory practice, preferably in an administrative capacity. You must also have a keen interest in financial planning and wealth management.
Our BenefitsWe offer a competitive salary of £32,500, depending on experience, as well as a range of benefits including medical and dental cover, hybrid working, and flexible working arrangements. Our team is committed to providing a supportive and dynamic work environment that fosters growth and development.
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