At a Glance
- Tasks: Assess client needs, conduct financial analysis, and produce tailored reports.
- Company: Join Argentis Wealth Management, a friendly and growing independent financial advice firm.
- Benefits: Enjoy competitive salary, private medical insurance, paid birthday leave, and discounts.
- Other info: Flexible remote work with occasional office visits; 35-hour work week, Monday to Friday.
- Why this job: Make a real impact in clients' financial journeys while working remotely with a supportive team.
- Qualifications: Must have paraplanning experience and a QCFL4 qualification, plus strong communication skills.
The predicted salary is between 36000 - 60000 £ per year.
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 would love to hear from you.
You will play a crucial role in ensuring our clients receive top-notch financial planning services. Based remotely, you will 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 will be responsible for assessing our client’s requirements - researching, identifying, and presenting solutions. Working on your own caseloads, you will conduct financial analysis and produce reports and recommendations, as well as ensuring all regulatory and compliance standards are met. Supporting our Financial Planners and ensuring that our client’s needs are met, you will research the best products for our clients and spot any missing information. You will have technical ability and be IT and system savvy – happy to navigate around third-party platforms. With an eagle eye for detail, you will 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 will 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 will always have plenty to do. You will 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, along with excellent communication skills. You will need to have financial service industry experience and good product knowledge. The ability to meet deadlines - effectively organising and prioritising your workload. You will be adaptable, friendly, and willing to learn. You will be a technology-savvy team player – happy to help your team to achieve their goals.
We work 35 hours per week, Monday to Friday.
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.
Experienced Paraplanner employer: Argentis Group Limited
Argentis Group Limited is an excellent employer for experienced Paraplanners, offering a supportive and friendly work culture that prioritises employee growth and development. With competitive salaries, comprehensive benefits including private medical insurance and paid birthday leave, and the flexibility of remote work, employees can thrive in a dynamic environment while contributing to meaningful financial planning services for clients. Join a growing team dedicated to achieving common goals and making a positive impact in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for a new role. You never know who might have the inside scoop on a great opportunity!
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your paraplanning experience. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Prepare for virtual interviews! Since this role is remote, practice your video interview skills. Dress professionally, find a quiet space, and have your CV handy to refer to during the chat.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining our team. It shows initiative and gives you a better chance of standing out!
We think you need these skills to ace Experienced Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of an Experienced Paraplanner. Highlight your paraplanning experience and any relevant qualifications, like your QCFL4. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're excited about joining our friendly team and how you can contribute to helping clients achieve their financial goals. Keep it concise but impactful!
Show Off Your Attention to Detail:Since we value accuracy and detail, make sure your application is free from typos and errors. Double-check everything before hitting send. We love candidates who take pride in their work, just like we do!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the info you need about the role. Plus, it shows you're tech-savvy, which is a big plus for us!
How to prepare for a job interview at Argentis Group Limited
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the financial services industry. Be ready to discuss specific products and solutions you've worked with, as well as any regulatory standards you've adhered to. This shows you're not just experienced but also genuinely engaged in your field.
✨Showcase Your Organisational Skills
Since the role requires excellent organisation and the ability to meet deadlines, prepare examples of how you've successfully managed your workload in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your ability to prioritise effectively.
✨Be Tech-Savvy
As a remote position, being comfortable with technology is key. Familiarise yourself with common paraplanning software and third-party platforms. During the interview, mention any tools you’ve used and how they’ve helped you deliver top-notch service to clients.
✨Demonstrate Team Spirit
This role involves working closely with Financial Planners and other team members. Be prepared to discuss how you’ve collaborated in the past and how you can contribute to a friendly, growing team. Highlight your adaptability and willingness to support others in achieving their goals.
