At a Glance
- Tasks: Support clients with top-notch financial planning and build lasting relationships.
- Company: Join Metis Wealth, a caring and innovative Independent Financial Advice firm.
- Benefits: Enjoy competitive salary, private medical insurance, and paid birthday leave.
- Other info: Hybrid working available after training; own transport required due to rural location.
- Why this job: Make a real impact in clients' financial journeys while learning from experienced colleagues.
- Qualifications: Experience in paraplanning or financial services admin, with strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
Do you have paraplanning experience? Or maybe you’re an experienced financial services administrator looking for your next move? Looking to continue your financial services career where you can make a real impact? If you're client focussed, friendly, and willing to learn, we’d love to hear from you.
You’ll play a crucial role in ensuring our clients receive top‑notch financial planning services. Based in a beautiful countryside location, you’ll be working with a friendly, experienced team who are dedicated to helping clients achieve their financial goals. You’ll address queries effectively and build lasting relationships. With training and support from friendly, experienced colleagues, you’ll build on your existing financial services/planning experience.
You’ll be responsible for:
- Data Collection
- Review letters
- Pre‑completing applications
If you excel in written and verbal communication, have outstanding report writing skills and have unwavering attention to detail, you could be exactly who we’re looking for.
What’s in it for you?
- A competitive salary and benefits, including private medical insurance, paid birthday leave, and a discounts platform
- A caring employer who values staff and supports several charities and causes
- A varied role with exposure to investment decisions and the chance to learn from a highly experienced team
What do you need to succeed?
- A comprehensive understanding of the FCA’s rules and requirements along with FCA and our record keeping requirements
- A broad knowledge of the financial services sector and a high level of technical proficiency
- Willingness to learn and commit to future qualifications. We encourage ongoing learning and professional growth.
We work Monday to Friday from 9 to 5:30. After successful completion of your training period, hybrid working will be available. Due to our rural location (RH16 4RR), you’ll need your own transport.
This position is with Metis Wealth - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by ArgentisGroup Limited. Our approach is based on the belief that everyone is unique – therefore our service must be, too. We don’t do one‑size‑fits‑all, but instead inspire success from truly tailored financial solutions. We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees. Paraplanning or extensive financial services / planning admin experience is a must, along with product knowledge, and a sound understanding of FCA regulations.
Paraplanner - Hybrid in Haywards Heath employer: Argentis Financial Planning Limited
Metis Wealth is an exceptional employer that prioritises the well-being and professional growth of its employees. Nestled in a picturesque countryside location, we offer a supportive work culture with a friendly team dedicated to delivering personalised financial planning services. With competitive benefits, including private medical insurance and paid birthday leave, alongside opportunities for ongoing learning and development, we ensure our staff can thrive both personally and professionally.
Contact Detail:
Argentis Financial Planning Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Hybrid in Haywards Heath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and financial planning principles. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your communication skills! During interviews, be sure to highlight your ability to explain complex financial concepts in simple terms. This will demonstrate your client-focused approach and make you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner - Hybrid in Haywards Heath
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight any paraplanning experience or relevant financial services admin roles you've had. We want to see how your background fits with what we do, so don’t hold back!
Tailor Your Application:Take a moment to customise your application for us. Mention specific skills that match the job description, like your attention to detail and communication prowess. It shows you’re genuinely interested in the role!
Be Personable:We love friendly folks! Let your personality shine through in your written application. A warm tone can make a big difference and help us see how you'd fit into our team.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Argentis Financial Planning Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA rules and requirements. Being able to discuss these confidently will show that you’re serious about the role and understand the industry.
✨Showcase Your Communication Skills
Since this role requires excellent written and verbal communication, prepare examples of how you've effectively communicated with clients or colleagues in the past. This will help demonstrate your ability to build lasting relationships.
✨Be Ready to Learn
Express your willingness to learn and grow within the company. Mention any relevant qualifications you’re pursuing or plan to pursue, as this shows your commitment to professional development.
✨Prepare for Practical Scenarios
Think about potential scenarios you might face in the role, such as data collection or pre-completing applications. Practising how you would handle these tasks can give you a leg up during the interview.
