Financial Planning Assistant

1 day ago


Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time
{"title": "Trainee Paraplanner Opportunity", "content": "Trainee Paraplanner Opportunity

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 Role

As 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
Requirements

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.
What We Offer

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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