Financial Planning Support Professional

1 day ago


Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

We are seeking a skilled and motivated Financial Planning Support Professional to join our team at Heat Recruitment Ltd. Based in Welwyn, Hertfordshire, this role offers an exciting opportunity to further your career in financial planning.

About the Role

As a Paraplanning Team Assistant, you will work closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your key responsibilities will include:

  • Annual review meeting preparation
  • Preparing information for Paraplanners to conduct suitability letters
  • Client engagement and communication
  • Compliance & Documentation
  • Team Collaboration with the Administrators

The ideal candidate will have 2+ years of working experience in a Financial Advisory practice, in an Administrator or similar capacity, and possess a genuine interest in financial planning and wealth management.

What We Offer

At Heat Recruitment Ltd, we provide a comprehensive benefits package including medical and dental cover, hybrid working, Christmas and new year business closure, and flexible working arrangements to suit your lifestyle. Our dynamic and friendly team culture is committed to supporting your growth and development.



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