At a Glance
- Tasks: Support clients with top-notch financial planning and build lasting relationships.
- Company: Join Metis Wealth, a caring 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 financial services while learning from an experienced team.
- Qualifications: Paraplanning experience and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
This is a part time role, and can be three or four full days per week - from 9am to 5.30pm. Are you an experienced Paraplanner 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.
Where do you fit in? 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
- Fund reviews
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?
- Paraplanning experience with 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 5.30pm. 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.
Who are Metis Wealth? What do we do? 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.
Experienced Part Time Paraplanner - Hybrid in Haywards Heath employer: Argentis Group Limited
Join a dynamic and award-winning investment management firm located in the heart of Bath, where you will thrive in a supportive work culture that prioritises client success and employee well-being. With competitive salaries, private medical care, and opportunities for professional growth through further qualifications, this role offers a meaningful career path in a friendly environment. Enjoy the benefits of hybrid working after your training period, all while being part of a knowledgeable team dedicated to your development.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Part Time Paraplanner - Hybrid in Haywards Heath
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Argentis Group Limited often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Argentis Group Limited.
We think you need these skills to ace Experienced Part Time Paraplanner - Hybrid in Haywards Heath
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Argentis Group Limited and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Argentis Group Limited. A little light-heartedness can go a long way!
How to prepare for a job interview at Argentis Group Limited
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
