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Financial Planning Assistant

2 months ago

Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time
Trainee Paraplanner Opportunity

We are seeking a motivated and enthusiastic individual to join our team as a Trainee Paraplanner. This role offers excellent training and development prospects, allowing you to further your career in financial planning.

Key Responsibilities:
  • Assist in the preparation of annual review meetings
  • Support the creation of suitability letters
  • Engage with clients and communicate effectively
  • Ensure compliance with UK regulations
  • Collaborate with the administration team
Requirements:
  • 2+ years of experience in a Financial Advisory practice
  • A genuine interest in financial planning and wealth management
  • Knowledge of UK Compliance regulations
  • A proactive and team-oriented approach
What We Offer:
  • A comprehensive training and development plan
  • A competitive benefits package
  • Hybrid working arrangements
  • A dynamic and supportive team culture
  • Flexible working arrangements

If you are passionate about financial planning and want to be part of a forward-thinking firm, we encourage you to apply with your CV. We will contact suitable candidates to arrange a call.