Are you an experienced Paraplanner looking for a fresh challenge?
Are you someone who is super organised, who delights in meeting deadlines, and takes pridein the accuracy ofyour work?
If you are looking to join a friendly, growing company, thenwe’d love to hear from you.
You’ll play a crucial role in ensuring our clients receive top-notch financial planning services. Based remotely, you’ll be working with a friendly, experienced team dedicated to helping clients achieve their financial goals.
Please note - paraplanning experience within the financial services industry is essential for this role.
This role is fully remote, however travel to an office location may occasionally be required according to the needs of the business. We have office locations in Waterlooville, Poole, Salisbury, London and Harrogate.
Where do you fit in?
You’ll be responsible for assessing our client’s requirements - researching, identifying, and presenting solutions. Working on your own caseloads, you’ll conduct financial analysis and produce reports and recommendations, as well as ensuring all regulatory and compliance standards are met.
Supporting ourFinancial Plannersand ensuring that our client’s needs are met,you’ll research the best products forourclients and spot any missing information. You’ll have technical ability and be IT and system savvy – happy to navigate around third-party platforms. With an eagle eye for detail, you’ll use your excellent admin skills to deliver a first-class service, ensuring the success of your team and our business. Supported by the Paraplanning Team Leader, you’ll play a key part in our business.
What’s in it for you?
* A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out
* A busy and varied, role where you’ll always have plenty to do
* You’ll be part of a friendly, growing team in an expanding business
What do you need to be successful?
* Paraplanning experience and a QCFL4 qualification are a must please, along with excellent communication skills. You’ll have to have financial service industry experience, good product knowledge
* The ability to meet deadlines - effectively organising and prioritising your workload. You’ll be adaptable, friendly, and willing to learn
* You’ll be a technology savvy team player – happy to help your team to achieve their goals
We work 35 hours per week, Monday to Friday.
Who are Argentis Group Limited ? What do we do?
This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited .
We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.
Paraplanning Experience. QCF Level 4 or working towards. Understanding & knowledge of relevant FCA rules and guidance
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