Financial Planning Assistant
1 day ago
We are seeking a motivated and enthusiastic individual to join our team as a Trainee Paraplanner. This is an exciting opportunity to further your career in financial planning, with excellent training and development prospects.
About the RoleAs a Trainee Paraplanner, you will work closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your days will be filled with:
- Preparing information for Paraplanners to conduct suitability letters
- Client engagement and communication
- Compliance & Documentation
- Team Collaboration with the Administrators
We are looking for individuals with:
- 2+ years of working in a Financial Advisory practice, in an Administrator, Trainee Paraplanner or similar capacity
- A genuine interest in financial planning and wealth management.
- Knowledge of UK Compliance regulations
- A proactive, team-oriented approach.
We offer a full training and development plan, comprehensive benefits package, hybrid working, and a dynamic, friendly, and supportive team culture. If you're excited about continuing your career in financial planning, we'd love to hear from you. Please apply with your CV and we will contact you to arrange a call.", "lang_code": "en-US"}
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Financial Planning Assistant
1 week ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeJob DescriptionWe are seeking a skilled Paraplanner to join our team at Blakemore Recruitment. The successful candidate will provide technical support and assist in the preparation of financial planning reports for clients.Key Responsibilities:Provide high-level technical support to financial planners and advisers.Maintain client files and ensure compliance...
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Financial Planning Assistant
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Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeJob DescriptionWe are seeking a skilled Paraplanner to join our team at Blakemore Recruitment. The successful candidate will provide technical support and assist in the preparation of financial planning reports for clients.Key Responsibilities:Provide high-level technical support to financial planners and advisers.Maintain client files and ensure compliance...
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Financial Planning Specialist
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Senior Financial Planning Specialist
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Trainee Financial Planning Assistant
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Trainee Financial Planning Assistant
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full timeJob Summary:We are seeking a motivated and enthusiastic individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will work closely with experienced professionals on Admin, Paraplanning and Compliance teams.Key Responsibilities:Annual review meeting preparation and coordinationPreparing information for Paraplanners to conduct...
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Trainee Financial Planning Assistant
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Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full timeJob Summary:We are seeking a motivated and enthusiastic individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will work closely with experienced professionals on Admin, Paraplanning and Compliance teams.Key Responsibilities:Annual review meeting preparation and coordinationPreparing information for Paraplanners to conduct...
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Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time{"title": "Paraplanning Support Administrator", "description": "About the RoleWe are seeking a highly organized and detail-oriented Paraplanning Support Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning team, you will play a crucial role in delivering a high-quality financial planning service to our...
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Financial Planning Support Coordinator
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Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time{"title": "Paraplanning Support Administrator", "description": "About the RoleWe are seeking a highly organized and detail-oriented Paraplanning Support Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning team, you will play a crucial role in delivering a high-quality financial planning service to our...
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