[Hiring] Experienced Paraplanner @Argentis Group Limited

Role Description

Are you an experienced Paraplanner looking for a fresh challenge? Are you someone who is super organised, who delights in meeting deadlines, and takes pride in the accuracy of your work? If you are looking to join a friendly, growing company, then we’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?

• Assess client requirements - researching, identifying, and presenting solutions.
• Conduct financial analysis and produce reports and recommendations.
• Ensure all regulatory and compliance standards are met.
• Support Financial Planners and ensure client needs are met.
• Research the best products for clients and spot any missing information.
• Utilize technical ability and be IT and system savvy.
• Deliver a first-class service with excellent admin skills.
• Work independently on your own caseloads.
• Be supported by the Paraplanning Team Leader.

Qualifications

• Paraplanning experience and a QCFL4 qualification are a must.
• Excellent communication skills.
• Financial service industry experience.
• Good product knowledge.

Requirements

• Ability to meet deadlines - effectively organising and prioritising your workload.
• Adaptable, friendly, and willing to learn.
• Technology savvy team player - happy to help your team achieve their goals.
• Work 35 hours per week, Monday to Friday.

Benefits

• A competitive salary + benefits including private medical insurance.
• Paid birthday leave.
• 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.
• Be part of a friendly, growing team in an expanding business.

Company Description

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.