Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in preparing annual reviews and client communications while collaborating with experienced professionals.
- Company: Join a dynamic financial planning firm known for tailored advice and rapid growth.
- Benefits: Enjoy hybrid work, comprehensive training, and a solid benefits package including medical and dental.
- Why this job: Kickstart your career in financial planning with hands-on experience and a supportive team culture.
- Qualifications: 2+ years in a financial advisory role and a keen interest in wealth management required.
- Other info: This role offers excellent training and development opportunities as the company expands.
The predicted salary is between 19500 - 26000 £ per year.
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
Paraplanning Team Assistant employer: Heat Recruitment Ltd
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanning Team Assistant
✨Tip Number 1
Familiarize yourself with the latest UK compliance regulations. This knowledge will not only help you stand out during discussions but also demonstrate your commitment to the role and the industry.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join online forums to connect with others who can provide insights and potentially refer you to opportunities within the company.
✨Tip Number 3
Showcase your proactive and team-oriented approach by preparing examples of past experiences where you successfully collaborated with others or took initiative in your previous roles.
✨Tip Number 4
Research the company’s values and recent developments. Being knowledgeable about their growth and mission will allow you to tailor your conversations and show that you are genuinely interested in being part of their team.
We think you need these skills to ace Paraplanning Team Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial advisory practices. Emphasize any administrative roles you've held and showcase your knowledge of UK compliance regulations.
Craft a Compelling Cover Letter: Write a cover letter that reflects your genuine interest in financial planning and wealth management. Mention specific experiences that demonstrate your proactive, team-oriented approach and how you can contribute to the Paraplanning Team.
Highlight Relevant Skills: In your application, clearly outline skills that are pertinent to the role, such as client engagement, communication, and teamwork. Provide examples of how you've successfully collaborated with others in previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Heat Recruitment Ltd
✨Show Your Financial Knowledge
Make sure to brush up on your understanding of financial planning and UK compliance regulations. Being able to discuss these topics confidently will demonstrate your genuine interest in the field.
✨Highlight Team Collaboration Skills
Since this role involves working closely with various teams, be prepared to share examples of how you've successfully collaborated in previous positions. This will show that you have a proactive, team-oriented approach.
✨Prepare for Client Engagement Scenarios
Think about how you would handle client communications and engagement. Prepare some scenarios or examples from your past experience that showcase your ability to interact effectively with clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, training opportunities, and the specifics of the Paraplanning Team Assistant role. This shows your enthusiasm and helps you assess if the company is the right fit for you.
