Paraplanning Team Assistant

Position: Paraplanning Team AssistantLocation: Welwyn, Hertfordshire (Hybrid)Salary: £32,500, depending on experienceThis company is a rapidly expanding group of companies, with this role based in the Welwyn office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their...

Position: Paraplanning Team Assistant Location: Welwyn, Hertfordshire (Hybrid) Salary: £32,500, depending on experience This company is a rapidly expanding group of companies, with this role based in the Welwyn office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to...

Position: Paraplanning Team AssistantLocation: Welwyn, Hertfordshire (Hybrid)Salary: £32,500, depending on experienceThis company is a rapidly expanding group of companies, with this role based in the Welwyn office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their...

Job SummaryWe are looking for a talented and proactive individual to join our Admin, Paraplanning and Compliance teams. As a Paraplanning Team Assistant, you will work closely with experienced professionals on a range of tasks, including annual review meeting preparation and client engagement.The ideal candidate will have 2+ years of experience working in a...

Join Our Paraplanning TeamWe are a dynamic and growing financial planning firm seeking a talented Paraplanning Support Specialist to join our team. As a key contributor, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to assist with...

**Job Title:** Senior Paraplanner**Company Overview:** We are working with a highly successful Financial Planning and Investment Management practice in the UK who are seeking an experienced Senior Paraplanner to join their team.**Estimated Salary Range:** £50,000 - £65,000 per annum**Job Description:** As a Senior Paraplanner, you will be responsible for...

Senior Paraplanner Job DescriptionWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join their team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with...

Senior Paraplanner role available with Heat Recruitment Ltd in Welwyn Garden City. The Senior Paraplanner will be responsible for supporting the Paraplanning Manager and contributing to team improvements. This is an exciting opportunity for a qualified and experienced individual to join a successful Financial Planning practice.The ideal candidate will have...

Financial Planning Assistant OpportunityWe are seeking a highly skilled and motivated individual to join our team as a Financial Planning Assistant. This role is ideal for those interested in pursuing a career in financial planning and wealth management.About the RoleYou will work closely with experienced professionals on Admin, Paraplanning, and Compliance...

Company OverviewWe are a dynamic and growing financial planning firm, committed to providing high-quality, tailored financial advice to our diverse client base.As we continue to expand, we are seeking a motivated and enthusiastic individual to join our team as a Paraplanning Team Assistant. This is an exciting opportunity to further your career in financial...

**Job Summary:** We are seeking a skilled Senior Paraplanner to join our client's team in Welwyn Garden City. The ideal candidate will have extensive experience in paraplanning, a strong technical knowledge base, and excellent leadership skills.**Key Responsibilities:** As a Senior Paraplanner, you will assist the Paraplanning Manager with process...

Financial Planning and Investment Management OpportunityWe are working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join their team. As a key hire, you will play a vital role in helping the Paraplanning Manager with processes, technical cases,...

About the RoleWe are seeking a skilled Paraplanning Support Specialist to join our dynamic and growing financial planning firm. As a key member of our team, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to prepare information for...

Role: Senior ParaplannerLocation: Welwyn Garden City (Hybrid)Salary: Circa £50,000 - £65,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire...

Role: Senior Paraplanner Location: Welwyn Garden City (Hybrid) Salary: Circa £50,000 - £65,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner will...

Key ResponsibilitiesAs a Paraplanning Team Assistant, your days will be filled with a variety of tasks, including:Annual review meeting preparationPreparing information for Paraplanners to conduct suitability lettersClient engagement and communicationCompliance & DocumentationTeam Collaboration with the AdministratorsWe offer a comprehensive benefits...

Role: Senior ParaplannerLocation: Welwyn Garden City (Hybrid)Salary: Circa £50,000 - £65,000 - open depending on experienceWe are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire...

About UsAs a growing financial planning firm, we pride ourselves on delivering exceptional services to our clients. With a strong focus on teamwork and collaboration, we are seeking a motivated individual to join our Paraplanning Team as a Team Assistant.Job SummaryThis is an exciting opportunity to further your career in financial planning, with excellent...

We have been working successfully with this business for several years and have seen how they have supported and invested time and money into their staff. As a business, they provide a comprehensive financial planning and discretionary management serviceto corporate and private clients across investments, pensions, protection, and holistic financial...

Heat Recruitment Ltd invites applications for a Senior Paraplanner position at their Financial Planning practice in Welwyn Garden City. As a highly skilled and experienced individual, you will work closely with the Paraplanning Manager to support processes, technical cases, and team developments.To be considered, you should have a strong technical background...