Paraplanning Team Assistant

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 their diverse client base. As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Paraplanning Team Assistant. This is an exciting opportunity to further your career in financial planning, with excellent training and development prospects. As a Paraplanning Team Assistant you'll be working closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your days will be filled with: * Annual review meeting preparation * Preparing information for Paraplanners to conduct suitability letters * Client engagement and communication * Compliance & Documentation * Team Collaboration with the Administrators We're looking to speak with individuals who have: * 2+ years of working in a Financial Advisory practice, in an Administrator or similar capacity * A genuine interest in financial planning and wealth management. * Knowledge of UK Compliance regulations * A proactive, team-oriented approach. What they offer: * A full training and development plan * Comprehensive benefits package including medical and dental cover * Hybrid working * Christmas and new year business closure * A dynamic, friendly, and supportive team culture. * Flexible working arrangements to suit your lifestyle. If you're excited about continuing your career in financial planning and want to be part of a forward-thinking firm, we'd love to hear from you! Please apply with your CV and if suitable we will contact you to arrange a call