At a Glance
- Tasks: Support clients with tailored financial planning and ensure top-notch service delivery.
- Company: Join Metis Wealth, a caring and innovative independent financial advice firm.
- Benefits: Enjoy competitive pay, private medical insurance, and paid birthday leave.
- Other info: Hybrid working available after training; must have own transport due to rural location.
- Why this job: Make a real impact in clients' financial journeys while learning from experienced professionals.
- Qualifications: Paraplanning or extensive financial services experience and 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 focused, 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
- A willingness to learn and commit to future qualifications. We encourage ongoing learning and professional growth.
This role is for 22.5 hours per week - our office is open Monday to Friday from 9 to 5.30pm. Following 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 Argentis Group 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.
Part-Time Paraplanner — Hybrid, Client-Focused Planning employer: Argentis Financial Planning Limited
Metis Wealth is an exceptional employer, offering a supportive and friendly work environment in a picturesque countryside setting. With a strong commitment to employee well-being, we provide competitive salaries, private medical insurance, and opportunities for professional growth through ongoing training. Join our dedicated team where your contributions will make a real impact on clients' financial journeys while enjoying the benefits of hybrid working after your training period.
Contact Details:
Argentis Financial Planning Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Part-Time Paraplanner — Hybrid, Client-Focused Planning
✨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 part-time paraplanner role. You never know who might have the inside scoop on 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 address client queries effectively and build lasting relationships. Share examples from your past experiences that demonstrate your client-focused approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our friendly team at Metis Wealth.
We think you need these skills to ace Part-Time Paraplanner — Hybrid, Client-Focused Planning
Some tips for your application 🫡
Show Off Your Experience:Make sure to highlight any paraplanning or financial services admin experience you have. We want to see how your background aligns with the role, so don’t hold back on sharing relevant details!
Tailor Your Application:Take a moment to customise your application for us. Use the job description as a guide and reflect our values and requirements in your writing. This shows you’re genuinely interested in joining our team!
Be Clear and Concise:When it comes to written applications, clarity is key! Keep your language straightforward and avoid jargon. We appreciate well-structured responses that get straight to the point.
Apply Through Our Website:We encourage you to apply directly 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 understanding 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 is client-focused, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated with clients or colleagues in the past, especially in challenging situations.
✨Demonstrate Attention to Detail
Bring along a sample of your report writing or any relevant documentation that highlights your attention to detail. This will help you illustrate your capability in handling data collection and review letters.
✨Be Ready to Learn
Express your willingness to grow and learn within the role. Mention any future qualifications you’re considering, as this shows your commitment to professional development and aligns with their values.
