Paraplanning Operations Coordinator

4 days ago


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

We are seeking a motivated and enthusiastic Paraplanning Team Assistant to join our dynamic financial planning firm in Welwyn, Hertfordshire.

As a key member of the team, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full training and development plan, comprehensive benefits package, and excellent career prospects.

Main Responsibilities:

  • Annual Review Meeting Preparation: Assist experienced professionals with the preparation for annual review meetings.
  • Preparation of Suitability Letters: Prepare information for Paraplanners to conduct suitability letters.
  • Client Engagement and Communication: Engage with clients and communicate effectively on their behalf.
  • Compliance & Documentation: Ensure compliance with UK regulations and maintain accurate documentation.
  • Team Collaboration with Administrators: Work collaboratively with Administrators to achieve common goals.

Requirements:

  • Previous Experience: 2+ years of working in a Financial Advisory practice, in an Administrator or similar capacity.
  • Interest in Financial Planning: A genuine interest in financial planning and wealth management.
  • Knowledge of UK Regulations: Knowledge of UK Compliance regulations.
  • Proactive Approach: A proactive, team-oriented approach to work.

Estimated Salary: £28,000 - £35,000 per annum, dependent on experience.



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