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Paraplanning Team Assistant

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Location

London

Salary £32500 - £32500
TypePermanent
WorkplaceHybrid
Ref86631

Recruiter Managing This Role

Position: Paraplanning Team Assistant
Location: South Hampstead, London (Hybrid)
Salary: £32,500, depending on experience

This company is a rapidly expanding group of companies, with this role based in the South Hampstead, London 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
  • Ideally working towards Level 4 Diploma in Financial Planning
  • 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.

Ready to apply?

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.

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